QuickBooks
Salesflare

Opportunity Discovery on Updates

Stay ahead of the competition. Quickly identify opportunities as customers update. Streamline your sales process effortlessly.

When this happens...

New Customer Updated
Trigger new event when a customer is updated.

-

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.
Add Contact To Account
Adds a contact to an account
Add User To Account
Adds a user to an account
Create Account
Create an account.
Create Call
Create a call.
Create Contact
Create a contact
Create Internal Note
Create an internal note.
Create Meeting
Create a meeting
Create Opprtunity
Create opportunity.
Create Task
Create a task

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

In today's fast-paced market, recognizing opportunities as they arise is crucial for maintaining a competitive edge. When a customer is updated in QuickBooks, the system automatically triggers an opportunity search in Salesflare, ensuring your team is always informed about potential sales. This integration minimizes manual efforts and accelerates decision-making, ultimately driving revenue growth and enhancing customer satisfaction.

Popular App Usecases

Sync Quickbooks Updates to Asana
Automatically sync updated items to relevant tasks.
Instant Contact Retrieval
Automatically find contacts when new invoices are generated.
Invoice Changes Sync Contacts
Automatically update your contacts upon invoice modifications.
Instant Contact Creation
Automate contact creation with every new invoice.
Streamlined Customer Contact Management
Automate customer updates and contact creation seamlessly.
Automate Ticket Creation Efficiently
Automatically generate helpdesk tickets upon customer updates.
Sync New Customers to Contacts
Automatically list contacts when new customers are added.
Automate Task Updates Efficiently
Automatically sync updated items to relevant tasks.
Streamlined Item Classification
Automatically classify updated items into predefined categories.

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From voice to workflows, see Ayudo in action.

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