Velocity and Salesflare

How to connect Velocity

When new Customer in Velocity, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Customer Address in Velocity, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Order in Velocity, create opportunity, then find or create contact in Salesflare.
When new Terms Order Forgiveness in Velocity, create opportunity, then find or create contact in Salesflare.
When new Terms Order Payment in Velocity, create opportunity, then find or create contact in Salesflare.
When updated Customer in Velocity, find or create account, then find or create contact, then add contact to account in Salesflare.

Velocity is an all-in-one ordering platform that connects orders, sales reps, commissions, and fulfillment.

Start a workflow when this happens

Show 12 more triggers

New Order — Triggers when a new order is created.
New Order Refund — Triggers when a new refund is created for an order.
New Payout — Triggers when a new payout is created.
New Rep — Triggers when a new rep is created.
New Shipment — Triggers when a new shipment is created for an order.
New Terms Order Forgiveness — Triggers when forgiveness is made for a terms order.
New Terms Order Payment — Triggers when a payment is made for a terms order.
Order Approved — Triggers when an order is approved.
Terms Order Forgiveness Reversed — Triggers when forgiveness for a terms order is reversed.
Terms Order Payment Reversed — Triggers when a payment for a terms order is reversed.
Updated Customer — Triggers when a customer is updated.
Updated Customer Address — Triggers when a customer address is updated.

Things Salesflare can make it do

Approve Customer — Approves a customer.
Approve Order — Approves an order.
Create Attachment — Creates a new link attachment on an order, customer, organization, or sales rep.
Create Customer — Creates a new customer.
Create Customer Address — Creates a new customer address.

Show 19 more actions

Create External Order — Creates a new external order.
Create Organization — Creates a new organization.
Create Sales Rep — Creates a new sales rep.
Disable Customer Invoicing — Removes a customer's payment terms.
Disable Organization Invoicing — Removes an organization's payment terms.
Find or Create Customer — Finds or creates a specific find customer.
Find or Create Organization — Finds or creates a specific find organization.
Set Commission Override — Sets a customer's commission override for a program.
Set Customer Invoicing Settings — Sets a customer's invoicing settings.
Set Customer Ownership — Sets a customer's ownership.
Set Organization Invoicing Settings — Sets an organization's invoicing settings.
Unapprove Customer — Unapproves a customer.
Unapprove Order — Unapproves an order.
Update Attachment — Updates an attachment on an order, customer, organization, or sales rep.
Update Customer — Updates an existing customer.
Update Customer Address — Updates a customer address.
Update Order — Updates an existing order.
Update Organization — Updates an existing organization.
Update Sales Rep — Updates an existing sales rep.

Look up existing records

Find Attachment — Finds an attachment on an order, customer, organization, or sales rep.
Find Commission Override — Finds a customer's commission overrides.
Find Customer — Finds a customer.
Find Customer Address — Finds a customer's address.
Find Customer Invoicing Settings — Finds a customer's invoicing settings.

Show 6 more searches

Find Customer Ownership — Finds a customer's ownerships.
Find Order — Finds an order.
Find Organization — Finds an organization.
Find Organization Invoicing Settings — Finds an organization's invoicing settings.
Find Rep Position — Finds a rep's position within a sales team.
Find Sales Rep — Finds a sales rep.

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