What you can automate

When new Customer Created in Wherefour, find or create account, then find or create contact, then add contact to account in Salesflare.

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

When new Purchase Order Created in Wherefour, create opportunity, then find or create contact in Salesflare.

About Wherefour

Wherefour is a traceability/ERP software platform for modern manufacturers.

Wherefour operations on Zapier

Start a workflow when this happens

New Customer Created — Triggers when a new customer is created in Wherefour.
New Order Created — Triggers when a new order is created in Wherefour.
New Pick & Ship Created — Triggers when a pick and ship activity for an order is completed in Wherefour.
New Purchase Order Created — Triggers when a new purchase order is created in Wherefour.
Stock Lot Level Changed — Triggers when the stock lot level of an inventory item changes in Wherefour.

Things Salesflare can make it do

Add a Stock Lot — Adds a new stock lot to an inventory item in Wherefour.
Create an Order — Creates a new order in Wherefour.
Create/Update a Customer — Creates a new customer, or if the customer already exits in Wherefour, updates the existing record.
Pick and Ship an Order — Auto selects inventory to fulfill an order and records the transaction in Wherefour, returning the stock lot(s) and lot codes selected based on the inventory pull strategy for each item.
Update an Order — Updates an existing order in Wherefour.

Look up existing records

Search Facilities — Find facilities matching the provided name or locator code
Search for Inventory — Locate inventory in Wherefour by SKU or Inventory Item Name.
Search for Shipments — Find the shipments for a specific order number.
Search for a Customer — Searches for a specific customer record in Wherefour.
Search for a Location — Search locations by name, locator code, parent location, facility, and level number

Show 4 more searches

Search for a Purchase — Locate a purchase order in Wherefour, based on the Wherefour purchase order number.
Search for a Vendor — Searches for a specific vendor record in Wherefour.
Search for an Address — Locate an address in Wherefour.
Search for an Order — Locate an order in Wherefour, based on the Wherefour order number.

Wherefour and Salesflare