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

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Explore Triggers and Actions

New Purchase Updated

Trigger new event when a purchase is updated.

Find Opportunity

Finds opportunities according to props configured, if no prop configured returns all opportunities

Find Account

Finds accounts according to props configured, if no prop configured returns all accounts,

Find Contact

Finds contacts according to props configured, if no prop configured returns all contacts

Find Person

Finds people according to props configured, if no prop configured returns all people

Find Pipeline Stage

Finds pipeline stages according to props configured, if no prop configured returns all stages

Find Users

Finds users according to props configured, if no prop configured returns all users

Find Workflow

Finds workflows according to props configured, if no prop configured returns all workflows,

Remove Contact From Workflow

Remove a contact from a workflow

Update Account

Update an account

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

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systems, organizations can reduce manual tasks, minimize errors, and ensure that team members are not bogged down by outdated information.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.