Aroflo Integration

We're planning to expand the LANA Work Order Automation Hub with a new integration for AroFlo , alongside our existing Simpro and ServiceM8 integrations. This integration will allow businesses using AroFlo to automatically convert incoming work orders into AroFlo jobs/tasks using AI-powered data extraction. What's Planned: Automatically process work orders received via email or upload. Use AI to extract customer details, site information, job descriptions and other relevant data. Create jobs/tasks directly in AroFlo. Support template-based configuration and field mapping. Reduce manual data entry and streamline work order processing. Our Goal To make the Work Order Automation Hub compatible with more job management platforms, helping trade businesses save time, reduce administrative work and automate their workflows. Current Status: Planned – Not yet in development. We'll share further updates as development progresses.

Bring AroFlo information into LANA so teams can see customer and job activity alongside their conversations and follow-up workflows. Planned features Sync AroFlo clients, contacts and locations to the corresponding records in LANA. Bring quotes and tasks into LANA and associate them with the right customer and opportunity. Update LANA when relevant AroFlo quote or task details and statuses change. Use AroFlo information to support follow-ups, notifications and customer communication in LANA. Apply mapping and filters so teams can control which AroFlo records appear in LANA. This phase will use AroFlo API v2. The update method and final set of synced fields will be confirmed during implementation, based on the change tracking capabilities available in the API.

Create and manage AroFlo records from activity in LANA. This phase will help teams move an enquiry through to a quote or task without entering the same details twice. Planned features Search for an existing AroFlo client using available contact details before creating a new one. Create clients and contacts in AroFlo from LANA. Create AroFlo quotes and tasks from LANA opportunities. Pass relevant customer, site and work details into the new record. Link the AroFlo quote or task back to its LANA opportunity for easy reference. Support notifications, including an SMS when a task is created where configured. We’ll confirm the final field mapping and release scope as the required AroFlo API v2 endpoints become available.