QuickBooks
Salesflare

Identify Sales Opportunities Automatically

Streamline your lead management. Instantly uncover potential sales. Enhance productivity with automation.

When this happens...

New Customer Created
Trigger new event when a new customer is created.

-

automatically do this!

Find Opportunity
Finds opportunities according to props configured, if no prop configured returns all opportunities
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Explore Triggers and Actions

Triggers
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Actions
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New Customer Updated
Trigger new event when a customer is updated.
New Customer Created
Trigger new event when a new customer is created.
New Employee Created
Trigger new event when a new employee is created.
New Employee Updated
Trigger new event when an employee is updated.
New Invoice Created
Trigger new event when a new invoice is created.
New Invoice Updated
Trigger new event when an invoice is updated.
New Item Created
Trigger new event when a new item is created.
New Item Updated
Trigger new event when an item is updated.
New Purchase Created
Trigger new event when a new purchase is created.
Find Opportunity
Finds opportunities according to props configured, if no prop configured returns all opportunities
Find Account
Finds accounts according to props configured, if no prop configured returns all accounts,
Find Contact
Finds contacts according to props configured, if no prop configured returns all contacts
Find Person
Finds people according to props configured, if no prop configured returns all people
Find Pipeline Stage
Finds pipeline stages according to props configured, if no prop configured returns all stages
Find Users
Finds users according to props configured, if no prop configured returns all users
Find Workflow
Finds workflows according to props configured, if no prop configured returns all workflows,
Remove Contact From Workflow
Remove a contact from a workflow
Update Account
Update an account

About the apps

Learn more about

QuickBooks

and

Salesflare

, and how they work together to automate your workflows.

About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

Similar integrations
No items found.

About

Salesflare

Salesflare is an intelligent CRM that simplifies customer support by automating sales pipelines, crucial for efficient service delivery and communication.

Similar integrations
No items found.

Why

QuickBooks

+

Salesflare

= Perfect Match

By integrating Quickbooks with Salesflare, businesses can transform their customer creation process into actionable insights. Whenever a new customer is added in Quickbooks, the system automatically identifies and retrieves relevant sales opportunities from Salesflare, tailored to the specified properties. This seamless synchronization eliminates manual searches, allowing your sales team to focus on conversion rather than data entry, ultimately driving efficiencies and accelerating revenue growth.

Popular App Usecases

Sync QuickBooks Updates to Notion
Automatically sync updated items for streamlined project tracking.
Effortless Subtask Creation
Automatically convert new items into actionable subtasks.
Streamlined Task Status Updates
Stay updated with task progress effortlessly.
Streamlined Opportunity Updates
Synchronize item updates with opportunity tracking seamlessly.
Automate Item Creation Process
Effortlessly sync new items between platforms.
Sync Invoice Updates to Contacts
Automatically update your contact list after invoice changes.
Streamline Invoice Issue Resolution
Quickly retrieve issue details upon invoice updates.
Streamline Invoicing Comments
Automatically add comments when invoices change to keep teams informed.
Automated Invoice Issue Creation
Instantly create issues in Jira when an invoice is generated.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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