Automatic Contact Retrieval

Streamline your workflow effortlessly. Instantly connect invoices to relevant contacts. Enhance customer support efficiency.

When this happens...

New Invoice Created

Trigger new event when a new invoice is created.

automatically do this!

Find Contact

Finds contacts according to props configured, if no prop configured returns all contacts

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Explore Triggers and Actions

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.

Update Contact

Updates a contact.

Update Opportunity

Update an Opportunity

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.

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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.

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Why

QuickBooks

+

Salesflare

= Perfect Match

Automating the retrieval of contacts when new invoices are created can significantly enhance your customer support capabilities. With this integration, time-consuming manual searches for relevant contacts become a thing of the past. By ensuring that customer queries are addressed promptly, your team can focus on providing exceptional service and improving overall satisfaction. This seamless connection between financial documentation and customer relationship management ensures that no information falls through the cracks, ultimately leading ...