Invoice Changes Update Contacts

Streamline your contact updates seamlessly. Keep customer records accurate and up-to-date. Enhance your workflow efficiency.

When this happens...

New Invoice Updated

Trigger new event when an invoice is updated.

automatically do this!

Update Contact

Updates 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

In an interconnected business environment, timely updates are crucial for maintaining accurate customer records. By automating the process of updating contacts whenever an invoice changes in QuickBooks, companies can reduce the likelihood of errors and improve customer communication. This integration ensures that your sales team always has the latest information, empowering them to provide better service and resolve issues faster, leading to heightened customer satisfaction.