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

Get Started See Ayudo in action

Explore Triggers and Actions

New Purchase Updated

Trigger new event when a purchase is updated.

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.

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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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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 ...