QuickBooks
Salesflare

Automated Contact Removal

Streamline your workflow efficiency. Instantly react to invoice creation events. Enhance team productivity effortlessly.

When this happens...

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

-

automatically do this!

Remove Contact From Workflow
Remove a contact from a workflow

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.
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
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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

In the fast-paced world of business, maintaining organized workflows is critical. This integration automates the removal of contacts from workflows in response to new invoice creation, enabling teams to stay focused on active clients. By linking accounting and CRM systems, organizations can reduce manual tasks, minimize errors, and ensure that team members are not bogged down by outdated information. This leads to improved response times and an overall enhancement in customer support capabilities.

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