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

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

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.