QuickBooks
Salesflare

Locate Contacts on Invoice Update

Streamline your invoicing process. Automatically find contacts linked to updated invoices. Enhance customer interactions instantly.

When this happens...

New Invoice Updated
Trigger new event when an invoice is updated.

-

automatically do this!

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

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.

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

Integrating Quickbooks with Salesflare allows businesses to automatically trigger contact searches whenever an invoice is updated. This mission-critical workflow minimizes the time spent on manual data retrieval, ensuring that sales and support teams can access the most relevant customer information without delay. By reducing administrative overhead, organizations can focus on delivering better service and improving client relationships, ultimately bolstering overall efficiency.

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