XBuild and Salesflare
How to connect XBuild
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When proposal Submitted in XBuild, create opportunity in Salesflare.
About XBuild
XBuild is a construction platform that helps contractors manage projects, files and site photos.
XBuild operations on Zapier
Triggers (8)
Start a workflow when this happens
- New Project — Triggers when a project is created, whether from the app, the API or a connector.
- Proposal Approved — Triggers when an insurance carrier approves an estimate.
- Proposal Funded — Triggers when a proposal is funded, meaning its deposit has been collected.
- Proposal Published — Triggers when a proposal is published.
- Proposal Sent — Triggers when a proposal is sent to the homeowner.
Show 3 more triggers
- Proposal Signed — Triggers when a proposal is signed.
- Proposal Submitted — Triggers when an insurance estimate is submitted to the carrier.
- Proposal Viewed — Triggers when a homeowner first opens a version of your proposal, once per version rather than once per view.
Actions (3)
Things Salesflare can make it do
- Create Project — Creates a new project from an inbound lead.
- Find or Create Project — Finds a project by External ID, creating one if it does not exist yet.
- Upload File to Project — Uploads files or photos to an existing project.
Searches (1)
Look up existing records
- Find Project — Finds an existing project by its external ID.
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