What you can automate

When new Contact in Wello Solutions, find or create contact in Salesflare.

When new Company in Wello Solutions, find or create account in Salesflare.

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

When new Account in Salesflare, create or Update Company in Wello Solutions.

When new Task in Salesflare, create or Update Task in Wello Solutions.

About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

Wello Solutions operations on Zapier

Start a workflow when this happens

New Article — Triggers when a new article is created.
New Company — Triggers when you want to get the last modified 20 companies.
New Contact — Triggers when the customer request all contact list.
New Invoice — Triggers when a new invoice is created
New Invoice — Triggers when a new invoice is created (An empty article_name will be filled by article_description)

Things Salesflare can make it do

Create Task Activity — Creates a Task Activity under a specific task
Create or Update Article — Add or update article in Odyssee and link it to a pre-defined price label within Odyssee Field Service.
Create or Update Company — Allows you to Create or update an existing company (account) on your domain.
Create or Update Contact — Create or update contact and link it to the company/account.
Create or Update Job Locations — Create an additional job location linked to a company.

Show 2 more actions

Create or Update Task — Create or update a task within Odyssee Field Service. The task can be created for any company/account linked with a contact.
Find or Create contact — Finds a contact details based on email address

Look up existing records

Wello Solutions and Salesflare