QuickBooks
Salesflare

Automate Task Creation from Updates

Simplify your workflow with automated task creation. Quickbooks updates trigger immediate action. Experience faster resolutions and improved efficiency.

When this happens...

New Item Updated
Trigger new event when an item is updated.

-

automatically do this!

Create Task
Create a task

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.
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

By synchronizing Quickbooks with Salesflare, any updated item in your Quickbooks instantly triggers the creation of a corresponding task in Salesflare. This automation minimizes the need for manual entry, reducing the risk of human error and ensuring that your sales team is always informed of the latest updates. Enhance productivity by allowing your team to focus on higher-value activities while routine tasks are managed seamlessly through integration.

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