Streamlined Opportunity Updates

Stay informed with real-time updates. Enhance your sales pipeline effortlessly. Optimize workflow efficiency.

When this happens...

New Item Updated

Trigger new event when an item is updated.

automatically do this!

Update Opportunity

Update an Opportunity

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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

Keeping your sales opportunities up-to-date is crucial for effective decision-making and nurturing leads. By connecting QuickBooks and Salesflare, you can automate actions when an item is updated. This integration eliminates manual entry, ensuring your sales team always has the latest information, leading to faster resolutions and increased productivity.