Automate Contact Creation from Invoices

Seamlessly connect your invoice updates to your CRM. Enhance your customer data with every transaction. Spend less time on manual entry.

When this happens...

New Invoice Updated

Trigger new event when an invoice is updated.

automatically do this!

Create Contact

Create a contact

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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

Integrating QuickBooks with Salesflare allows businesses to streamline their workflows by automating contact creation based on invoice updates. When an invoice is altered, a new contact can be generated in Salesflare instantly, ensuring your customer data is always up-to-date. This eliminates manual data entry tasks, reduces the risk of human error, and accelerates your overall customer support process, empowering teams to focus on what truly matters – building relationships and driving sales.