QuickBooks
Salesflare

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

Explore Triggers and Actions

New Purchase Updated
Trigger new event when a purchase is updated.
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.

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
No items found.

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 ...

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