wethod and Salesflare
How to connect wethod
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When new Invoice in wethod, create opportunity, then find or create contact in Salesflare.
About wethod
wethod is project management software that helps teams and companies to plan work, track budgets, and monitor project profitability.
wethod operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Invoice — Triggers when a new invoice is created.
- New Project — Triggers when a new project is created.
- Sent Invoice — Triggers when an invoice is sent.
- Updated Project — Triggers when a project is updated.
Searches (4)
Look up existing records
- Find Client — Find a client in your company
- Find Job Order Category — Find a job order category in your company
- Find Person — Find a person in your company
- Find Project — Find a project in your company
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