Wello Solutions Triggers and Actions
Below is a list of triggers and actions available on Wello Solutions via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.
Triggers
New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
New Company
Triggers when you want to get the last modified 20 companies.
New Article
Triggers when a new article is created.
New Invoice
Triggers when a new invoice is created
New Contact
Triggers when the customer request all contact list.
and more triggers
Wello Solutions doesn't offer (yet) any Trigger on Zapier.
Actions
Find or Create contact
Finds a contact details based on email address
Create or Update Job Locations
Create an additional job location linked to a company.
Create or Update Article
Add or update article in Odyssee and link it to a pre-defined price label within Odyssee Field Service.
Find User
Finds a user details based on email address
Create or Update Contact
Create or update contact and link it to the company/account.
and more actions
Wello Solutions doesn't offer (yet) any Action on Zapier.