Workever and Salesflare
How to connect Workever
- Via Zapier — 26 operations available. Set it up ↗
What you can automate
- When new Contact in Workever, find or create contact in Salesflare.
- When new Invoice in Workever, create opportunity, then find or create contact in Salesflare.
- When new Quote in Workever, create opportunity in Salesflare.
- When paid Invoice in Workever, create opportunity, then find or create contact in Salesflare.
- When new Opportunity in Salesflare, create Quote in Workever.
About Workever
Workever is a web-based software that helps manage service and maintenance jobs, collaborate with staff, and organise data.
Workever operations on Zapier
Triggers (9)
Start a workflow when this happens
- Accepted Quote — Triggers when a quote status is set to approved.
- Completed Job — Triggers when a job status is set to completed.
- New Asset — Triggers when a new asset is created.
- New Contact — Triggers when a new contact is created.
- New Invoice — Triggers when a new invoice is created.
Show 4 more triggers
- New Job — Triggers when a new job is created.
- New Quote — Triggers when a new quote is created.
- Overdue Invoice — Triggers when an invoice status is set to Overdue.
- Paid Invoice — Triggers when an invoice status is set to Paid.
Actions (11)
Things Salesflare can make it do
- Create Asset — Creates an Asset
- Create Commercial Contact — Creates a commercial contact
- Create Invoice — Creates an Invoice
- Create Job — Creates a new job
- Create Job With Job Template — Creates a new job using a job template
Show 6 more actions
- Create Quote — Creates a new Quote
- Create Residential Contact — Creates a residential contact
- Create Site — Creates a new site for a contact
- Find or Create Asset — Finds an Asset
- Find or Create Quotes — Finds a Quote
- Find or Create a Site — Finds a site by contact
Searches (6)
Look up existing records
- Find Asset — Finds an Asset
- Find Contact — Finds a Contact
- Find Invoice — Finds an Invoice
- Find Job — Finds a Job
- Find Quote — Finds a Quote
Show 1 more searches
- Find Site — Finds a site by contact
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