Eworks Manager + FLG

Create leads, customers, and quotes in Eworks Manager for new lead status changes in FLG

Effortlessly keep your lead management organized with this convenient Zap that connects FLG and Eworks Manager. When a lead status changes in FLG, a corresponding lead, customer, and quote will be automatically created in Eworks Manager, ensuring a seamless transition and up-to-date information across both platforms. Save time and enhance efficiency by streamlining your processes with this powerful integration.

When this happens...
Lead Status Changed
Triggers when a lead's status is changed.
TriggerInstant
automatically do this...
Create Lead
Creates a new Lead
ActionWrite
then do this...
Find or Create Customer
Finds a customer by name.
ActionSearch
then do this!
Create Quote
Creates a Quote.
ActionWrite

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Supported triggers and actions

What does this mean?

- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
Trigger
Instant
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- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Trigger
Instant
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- Skip Test Msg
- Metadata Field: Lead GroupRequired
- Metadata Field: ReferenceRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Action
Write
Appointment Accepted
Triggers when an appointment is accepted.
Trigger
Instant
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Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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Appointment Declined
Triggers when an appointment is declined.
Trigger
Instant
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Appointment on Route
Triggers when an appointment status changed to on route.
Trigger
Instant
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Appointment Status Changed
Triggers when appointment status is changed.
Trigger
Instant
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Expense Authorised
Triggers when an expense is authorised.
Trigger
Instant
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Expense Updated
Triggers when an expense is updated.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Item Updated
Triggers when an item is updated.
Trigger
Instant
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Job Authorised
Triggers when a job is Authorised.
Trigger
Instant
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Job Completed
Triggers when a job is completed.
Trigger
Instant
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Job on Hold
Triggers when a job status is changed to On Hold.
Trigger
Instant
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Job Updated
Triggers when a job is updated.
Trigger
Instant
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Lead Rejected
Triggers when a lead is rejected.
Trigger
Instant
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New Appointment
Triggers when a new job appointment is created.
Trigger
Instant
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New Expense
Triggers when a new expense is created.
Trigger
Instant
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New Item
Triggers when a new Item is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Purchase Order Approved
Triggers when a purchase order is approved.
Trigger
Instant
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Purchase Order Paid
Triggers when a purchase order is paid.
Trigger
Instant
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Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
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Quote Updated
Triggers when a quote is updated.
Trigger
Instant
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- Customer TypeRequired
- Customer NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer NameRequired
- Invoice DateRequired
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item CodeRequired
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- CustomerRequired
- Job Type
- Start DateRequired
- Complete ByRequired
- Short DescriptionRequired
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier NameRequired
- Customer Name
- Purchase DateRequired
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Write
- Item CodeRequired
Action
Search
- Invoice RefRequired
Action
Search
- Purchase Order RefRequired
Action
Search
- Customer NameRequired
- Full NameRequired
- AddressRequired
- Customer TypeRequired
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Search or write

- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Trigger
Instant
Try It
- Skip Test Msg
- Metadata Field: Lead GroupRequired
- Metadata Field: Lead Type
- Metadata Field: Status
Action
Write
- Metadata Field: Reference
- Standard Field: First Name
- Standard Field: Last Name
- Metadata Field: Company Name
- Standard Field: Email
- Standard Field: Telephone No.
- Standard Field: Address Line 1
- Standard Field: Postcode
- Metadata Field: Date Created - Start.
- Metadata Field: Date Created - End.
Action
Search
Appointment Action Required
Triggers when an appointment status is action required.
Trigger
Instant
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Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
Trigger
Instant
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Appointment on Site
Triggers when an appointment status is changed to on site.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Expense Paid
Triggers when an expense is paid.
Trigger
Instant
Try It
Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
Try It
Job Action Required
Triggers when a job status is changed to Action Required.
Trigger
Instant
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Job Cancelled
Triggers when a job is Cancelled.
Trigger
Instant
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Job in Progress
Triggers when a job status is changed to In Progress.
Trigger
Instant
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Job Status Changed
Triggers when a job status is changed.
Trigger
Instant
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Lead Authorised
Triggers when a lead is authorised.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
Try It
New Supplier
Triggers when a new supplier is created.
Trigger
Instant
Try It
Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
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Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
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Quote Rejected
Triggers when a quote is rejected.
Trigger
Instant
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Supplier Updated
Triggers when a supplier is updated.
Trigger
Instant
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- Expense NameRequired
- Net AmountRequired
- VAT AmountRequired
- Expense DateRequired
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Write
- Full NameRequired
- Company NameRequired
- Email AddressRequired
- TelephoneRequired
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer NameRequired
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer NameRequired
- Full NameRequired
- AddressRequired
Action
Search
- Supplier NameRequired
Action
Search
- Job RefRequired
Action
Search
- Quote RefRequired
Action
Search
- Item CodeRequired
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Search or write
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Search or write

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

Help

Related categories

Project Management

About FLG

A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Eworks Manager + FLG

Create leads, customers, and quotes in Eworks Manager for new lead status changes in FLG

Lead Created

Metadata Field: Lead Type

Lead Updated

Metadata Field: Lead GroupRequired

Metadata Field: Lead Type

Metadata Field: Status

Update Lead

Skip Test Msg

Metadata Field: Lead GroupRequired

Metadata Field: ReferenceRequired

Metadata Field: Lead Type

Metadata Field: Status

Appointment Accepted

Appointment Cancelled

Appointment Declined

Appointment on Route

Appointment Status Changed

Expense Authorised

Expense Updated

Invoice Paid

Item Updated

Job Authorised

Job Completed

Job on Hold

Job Updated

Lead Rejected

New Appointment

New Expense

New Item

New Lead

New Quote

Purchase Order Approved

Purchase Order Paid

Quote Accepted

Quote Updated

Create Customer

Customer TypeRequired

Customer NameRequired

Full NameRequired

Email Address

Telephone

AddressRequired

City

County

Postcode

Country

Notes

Create Invoice

Customer NameRequired

Invoice DateRequired

Due Date

Terms

Internal Notes

Customer Notes

Purchase Order Ref

Job Order Ref

Item CodeRequired

Item Description

Account Code

Tax Rate

Quantity

Discount Type

Discount Value

Cost Price

Price

Create Job

CustomerRequired

Job Type

Start DateRequired

Complete ByRequired

Short DescriptionRequired

Description

Customer Notes

Internal Notes

Item Code