Efficient Contact Creation

Automate contact setups effortlessly. Streamline your invoicing workflows. Save time and reduce errors.

When this happens...

New Invoice Created

Trigger new event when a new invoice is created.

automatically do this!

Create Contact

Create a contact

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Explore Triggers and Actions

New Purchase Updated

Trigger new event when a purchase is updated.

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

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About

Salesflare

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

Similar integrations

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Why

QuickBooks

+

Salesflare

= Perfect Match

Integrate Quickbooks with your CRM to ensure that every new invoice triggers the creation of a corresponding contact in Salesflare. This seamless automation eliminates the need for manual entry, reducing the chance of errors and freeing up valuable time for your team. By establishing this connection, businesses can maintain up-to-date customer records effortlessly, enhancing overall support and engagement.