Flexie CRM + Wello Solutions

Create companies and contacts in Wello Solutions from new contacts in Flexie CRM

Tired of updating all your contact details by hand? This Zapier automation offers you a better way. Set it up to automatically send a contact and their company details directly to Wello Solutions as soon as a new contact is generated in Flexie CRM.

When this happens...
Update Contact
Triggers when a contact is updated within a workflow with a Zapier action.
TriggerInstant
automatically do this...
Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
ActionWrite
then do this!
Create or Update Contact
Create or update contact and link it to the company/account.
ActionWrite

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Supported triggers and actions

What does this mean?

Update Account
Triggers when an account is updated within a workflow with a Zapier action.
Trigger
Instant
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New Contact
Triggers when a new contact is added within a workflow with a Zapier action.
Trigger
Instant
Try It
New Lead
Triggers when new lead is added within a workflow with a Zapier action.
Trigger
Instant
Try It
- Custom Entity NameRequired
Trigger
Instant
Try It
Update Deal
Triggers when deal is updated within a workflow with a Zapier action.
Trigger
Instant
Try It

Create Account
Creates a new account.
Action
Write
Create Contact
Creates a new contact.
Action
Write

Create Lead
Creates a new lead.
Action
Write
- IdentifierRequired
- Identifier ValueRequired
Action
Write
- IdentifierRequired
- Identifier ValueRequired
Action
Write
- IdentifierRequired
- Identifier ValueRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Unique FieldRequired
- Unique Field ValueRequired
Action
Search
- Unique FieldRequired
- Unique Field ValueRequired
Action
Search or write
- Custom EntityRequired
- Search FieldRequired
- Search ValueRequired
Action
Search or write
- Search FieldRequired
- Search ValueRequired
Action
Search or write
New Company
Triggers when you want to get the last modified 20 companies.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
Trigger
Scheduled
Try It
- Category
- Article codeRequired
- nameRequired
- Short Description
- Article Price label
- Physical stock
- Archived?
Action
Write
- NameRequired
- Company NameRequired
- Street
- City
- Country
Action
Write
- Task Activity
- Task IdRequired
- UserRequired
- ContactRequired
- SubjectRequired
- Description
Action
Write
- CompanyRequired
Action
Search
- Contact IdRequired
Action
Search
- emailRequired
- First Name
- Last NameRequired
- CompanyRequired
- phone
Action
Search or write

New Account
Triggers when new account is added within a workflow with a Zapier action.
Trigger
Instant
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New Deal
Triggers when new deal is added within a workflow with a Zapier action.
Trigger
Instant
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Update Contact
Triggers when a contact is updated within a workflow with a Zapier action.
Trigger
Instant
Try It
- Custom Entity NameRequired
Trigger
Instant
Try It
Update Lead
Triggers when lead is updated within a workflow with a Zapier action.
Trigger
Instant
Try It
- Custom EntityRequired
Action
Write
- PipelineRequired
- StageRequired
Action
Write
- Dynamic EndpointRequired
- DataRequired
Action
Write
- Custom Entity NameRequired
- IdentifierRequired
- Identifier ValueRequired
Action
Write
- IdentifierRequired
- Identifier ValueRequired
- Pipeline
- Stage
Action
Write
- Unique FieldRequired
- Unique Field ValueRequired
Action
Search
- Custom Entity NameRequired
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search or write
- Unique FieldRequired
- Unique Field ValueRequired
- PipelineRequired
- StageRequired
Action
Search or write
New Contact
Triggers when the customer request all contact list.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created
Trigger
Scheduled
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New Article
Triggers when a new article is created.
Trigger
Scheduled
Try It
- First Name
- Last NameRequired
- CompanyRequired
- phone
- emailRequired
Action
Write
- CompanyRequired
- Task Type
- Task PriorityRequired
- Task subjectRequired
- Task DescriptionRequired
Action
Write
- NameRequired
- OrganizationRequired
- Service areaRequired
- Company Code
- Is Client
- Is Supplier?
- Street
- City
- Country
- Zip
- Document Language
Action
Write
- email
Action
Search
- Email
Action
Search

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

Related categories

Product Management

PRODUCTS

CAPABILITIES

By team

Flexie CRM + Wello Solutions

Create companies and contacts in Wello Solutions from new contacts in Flexie CRM

Update Account

New Contact

New Lead

New Custom Entity

Update Deal

Create Account

Create Contact

Create Lead

Update Account

IdentifierRequired

Identifier ValueRequired

Update Contact

IdentifierRequired

Identifier ValueRequired

Update Lead

IdentifierRequired

Identifier ValueRequired

Find Contact

Search FieldRequired

Search ValueRequired

Find Deals

Unique FieldRequired

Unique Field ValueRequired

Find or Create an Account

Unique FieldRequired

Unique Field ValueRequired

Find or Create Custom Field

Custom EntityRequired

Search FieldRequired

Search ValueRequired

Find or Create Lead

Search FieldRequired

Search ValueRequired

New Company

New Invoice

Create or Update Article

Category

Article codeRequired

nameRequired

Short Description

Article Price label

Physical stock

Archived?

Create or Update Job Locations

NameRequired

Company NameRequired

Street

City

Country

Create Task Activity

Task Activity

Task IdRequired

UserRequired

ContactRequired

SubjectRequired

Description

Find Company

CompanyRequired

Find Task

Contact IdRequired

Find or Create contact

emailRequired

First Name

Last NameRequired

CompanyRequired

phone

New Account

New Deal

Update Contact

Update Custom Entity

Custom Entity NameRequired

Update Lead

Create Custom Entity

Custom EntityRequired

Create Deal