QuickBooks
Salesflare

Invoice Triggers Sales Opportunities

Automate your sales workflow effortlessly. Connect invoicing with opportunity discovery. Maximize your revenue potential.

When this happens...

New Invoice Created
Trigger new event when a new invoice is created.

-

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

Integrating Quickbooks with Salesflare streamlines your sales process by automatically identifying opportunities as soon as new invoices are created. This high-value automation reduces manual effort, ensuring that your sales team can focus on closing deals rather than hunting for leads. By leveraging this integration, businesses can enhance their responsiveness and capitalize on every revenue opportunity in real-time.

Popular App Usecases

Streamlined Issue Review Process
Automatically gather comments for quick issue insights.
Automatically Create Contacts
Automatically find or create contacts from new customers.
Automate Customer Contact Creation
Automatically create contacts when customers are updated.
Attach Files Upon Customer Creation
Automatically add relevant files to issues with new customers.
Accelerate Item Creation Process
Automatically create items when new ones are added.
Streamlined Invoice Management
Effortlessly update workflows when invoices change.
Streamline Invoice Issue Creation
Transform invoice updates into actionable issues seamlessly.
Automatically Attach Invoice to Tickets
Simplify ticket management with automatic attachments.
Retrieve Contact on Invoice Creation
Automatically fetch contact data when new invoices are created.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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