Z Workforce and Salesflare
How to connect Z Workforce
- Via Zapier — 5 operations available. Set it up ↗
About Z Workforce
Mobile field service. With a single tool companies can improve their performance of teams in the field, fulfill checklists and generate indicators on sales, products, services, customers, quality of service and even monitor competitor actions
Z Workforce operations on Zapier
Actions (5)
Things Salesflare can make it do
- Create or Update a Customer — Recipe to create or update an app customer in the Z Workforce company account. Remember that category and subcategory fields can only be updated by APIs and Zapier recipes. You need to create them manually in the Z Workforce Panel first.
- Create or Update a Field Person — Recipe to create or update an app user profile (field person) in Z Workforce company account. Remember that profiles names, category, and subcategory fields can only be updated directly by API, not by Zapier recipes. The same is valid for configuring and updating the position of app users in the Z Workforce hierarchical tree.
- Get Visits Results — Get all information about completed visits by field team using Z Workforce.
- Get a Specific Visit Result — If you are looking for a specific result, get from here. You will need to know the Visit ID to generate by Z Workforce. This ID is called "xxxx" in the Results Visits request.
- Schedule Visits — Recipie to to schedule visits in Z Workforce.
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