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.