What you can automate

When invoice Paid in Wayfront, create opportunity, then find or create contact in Salesflare.

When new Client in Wayfront, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Invoice in Wayfront, create opportunity, then find or create contact in Salesflare.

When new Order in Wayfront, create opportunity, then find or create contact in Salesflare.

When new Ticket in Wayfront, create task in Salesflare.

When order Data Submitted in Wayfront, create opportunity, then find or create contact in Salesflare.

About Wayfront

Wayfront is a productized agency client portal platform that helps you bill, onboard, and service clients at scale, all in one place.

Wayfront operations on Zapier

Start a workflow when this happens

Invoice Paid — Triggers when an invoice has been paid.
New Client — Triggers when a new client is created.
New Invoice — Triggers when a new invoice is created (manually or during checkout).
New Order — Triggers when a new order is created.
New Ticket — Triggers when a new ticket is created.

Show 2 more triggers

Things Salesflare can make it do

Show 2 more actions

Update Client — Update a client account. Only the fields that are provided will be updated.
Update Order Status — Updates order status.

Look up existing records

Wayfront operations on Make

Start a workflow when this happens

Things Salesflare can make it do

Show 4 more actions

List Clients — List client profiles.
Make an API Call — Performs an arbitrary authorized API call (requires Plus plan).
Update a Client — Update a client profile.
Update an Order — Update an existing order.

Wayfront and Salesflare