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 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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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.