Wello Solutions and Salesflare
How to connect Wello Solutions
- Via Zapier — 15 operations available. Set it up ↗
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
Triggers (4)
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
Actions (7)
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
Searches (4)
Look up existing records
- Find Company — Find a company based on Company_id
- Find Contact — Finds a contact details based on email address
- Find Task — Finds a Task based on the contact id
- Find User — Finds a user details based on email address
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