Flexie CRM + Wello Solutions

Flexie CRM + Wello Solutions integrations

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

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More things you can do with Flexie CRM and Wello Solutions

Discover other triggers and actions you can use with Flexie CRM and Wello Solutions

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 Name
  Required
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
- Identifier
  Required
- Identifier Value
  Required
Action
Write
- Identifier
  Required
- Identifier Value
  Required
Action
Write
- Identifier
  Required
- Identifier Value
  Required
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Unique Field
  Required
- Unique Field Value
  Required
Action
Search
- Unique Field
  Required
- Unique Field Value
  Required
Action
Search or write
- Custom Entity
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search or write
- Search Field
  Required
- Search Value
  Required
Action
Search or write
New Company
Triggers when you want to get the last modified 20 companies.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
Trigger
Polling
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- Category
- Article code
  Required
- name
  Required
- Short Description
- Article Price label
- Physical stock
- Archived?
Action
Write
- Name
  Required
- Company Name
  Required
- Street
- City
- Country
Action
Write
- Task Activity
- Task Id
  Required
- User
  Required
- Contact
  Required
- Subject
  Required
- Description
Action
Write
- Company
  Required
Action
Search
- Contact Id
  Required
Action
Search
- email
  Required
- First Name
- Last Name
  Required
- Company
  Required
- 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
Try It
Update Contact
Triggers when a contact is updated within a workflow with a Zapier action.
Trigger
Instant
Try It
- Custom Entity Name
  Required
Trigger
Instant
Try It
Update Lead
Triggers when lead is updated within a workflow with a Zapier action.
Trigger
Instant
Try It
- Custom Entity
  Required
Action
Write
- Pipeline
  Required
- Stage
  Required
Action
Write
- Dynamic Endpoint
  Required
- Data
  Required
Action
Write
- Custom Entity Name
  Required
- Identifier
  Required
- Identifier Value
  Required
Action
Write
- Identifier
  Required
- Identifier Value
  Required
- Pipeline
- Stage
Action
Write
- Unique Field
  Required
- Unique Field Value
  Required
Action
Search
- Custom Entity Name
  Required
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search or write
- Unique Field
  Required
- Unique Field Value
  Required
- Pipeline
  Required
- Stage
  Required
Action
Search or write
New Contact
Triggers when the customer request all contact list.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created
Trigger
Polling
Try It
New Article
Triggers when a new article is created.
Trigger
Polling
Try It
- First Name
- Last Name
  Required
- Company
  Required
- phone
- email
  Required
Action
Write
- Company
  Required
- Task Type
- Task Priority
  Required
- Task subject
  Required
- Task Description
  Required
Action
Write
- Name
  Required
- Organization
  Required
- Service area
  Required
- 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.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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.

HelpHelp

Related categories

Product Management