Vista Suite and Salesflare
How to connect Vista Suite
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When new Company in Vista Suite, find or create account in Salesflare.
- When new Transaction Document in Vista Suite, create opportunity, then find or create contact in Salesflare.
About Vista Suite
Vista Suite is a Business Management Cloud ERP Software
Vista Suite operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Company — Triggers when a new company is added.
- New Part — Triggers when a new part is added.
- New Transaction Document — Triggers when a new transaction document is created.
Actions (3)
Things Salesflare can make it do
- Change Status Code — Change the kanban status of a transaction
- Create Internal Note — Create a internal note to a transaction
- Find Transaction by Id — Find a transaction document by its id
Searches (4)
Look up existing records
- Find Company by Id — find a company by its company id
- Find Status Code — Find kanban status list
- Find Transaction by Transaction Number — Find a transaction
- Result Cleaning — cleaning the result
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