Aderis Live Finance Platform and Salesflare

Accounting aderis.com ↗

How to connect Aderis Live Finance Platform

Via Zapier — 82 operations available. Set it up ↗

What you can automate

When new Account in Salesflare, create or Update Business Partner in Aderis Live Finance Platform.

About Aderis Live Finance Platform

Aderis Live Finance Platform is an ERP for growing businesses: multi-entity, multi-ledger accounting, multi-currency finance, AI-native and open by design.

Aderis Live Finance Platform operations on Zapier

Triggers (1)

Start a workflow when this happens

New Event — Triggers when a new event occurs in Aderis Finance. The payload is the record that changed, so its fields depend on the event type you subscribe to.

Actions (55)

Things Salesflare can make it do

Attach File to Sales Invoice — Attaches a file to an existing sales invoice, e.g. an invoice PDF rendered by another system.
Create or Update Business Partner — Creates a new business partner or updates an existing one if ID is provided.
Create/Update Account — Creates a new chart of accounts entry or updates an existing one.
Create/Update Account Transaction — Creates a new bank or credit card transaction or updates an existing one.
Create/Update Account Transaction Allocation — Creates a new allocation or updates an existing one for an account transaction.

Show 50 more actions

Create/Update Bank Account — Creates a new bank account or updates an existing one.
Create/Update Contact — Creates a new contact or updates an existing one.
Create/Update Credit Card Account — Creates a new credit card account or updates an existing one.
Create/Update Delivery Note — Creates a new delivery note or updates an existing one.
Create/Update Employee — Creates a new employee or updates an existing one.
Create/Update Employee Payment — Creates a new salary payment or updates an existing one.
Create/Update Employee Salary — Creates a new salary configuration or updates an existing one.
Create/Update Item — Creates a new catalog item or updates an existing one.
Create/Update Item Category — Creates a new item category or updates an existing one.
Create/Update Journal — Creates a new journal entry or updates an existing one.
Create/Update Ledger — Creates a new ledger or updates an existing one.
Create/Update Office Location — Creates a new office location or updates an existing one.
Create/Update Payment Method — Creates a new payment method or updates an existing one.
Create/Update Payment Term — Creates a new payment term or updates an existing one.
Create/Update Price — Creates a new price or updates an existing one.
Create/Update Price List — Creates a new price list or updates an existing one.
Create/Update Purchase Order — Creates a new purchase order or updates an existing one.
Create/Update Sales Invoice — Creates a new sales invoice or updates an existing one.
Create/Update Sales Order — Creates a new sales order or updates an existing one.
Create/Update Tag — Creates a new tag or updates an existing one.
Create/Update Tax Code — Creates a new tax code or updates an existing one.
Create/Update Tax Matrix — Creates a new tax matrix mapping or updates an existing one.
Create/Update Vendor Invoice — Creates a new vendor invoice or updates an existing one.
Find or Create Account — Finds an account or creates one if not found.
Find or Create Account Transaction — Finds an account transaction or creates one if not found.
Find or Create Bank Account — Finds a bank account or creates one if not found.
Find or Create Business Partner — Finds a business partner by name or VAT number, or creates one if not found.
Find or Create Contact — Finds a contact or creates one if not found.
Find or Create Credit Card Account — Finds a credit card account or creates one if not found.
Find or Create Delivery Note — Finds a delivery note or creates one if not found.
Find or Create Employee — Finds an employee or creates one if not found.
Find or Create Item — Finds an item or creates one if not found.
Find or Create Item Category — Finds an item category or creates one if not found.
Find or Create Journal — Finds a journal or creates one if not found.
Find or Create Ledger — Finds a ledger or creates one if not found.
Find or Create Office Location — Finds an office location or creates one if not found.
Find or Create Payment Method — Finds a payment method or creates one if not found.
Find or Create Payment Term — Finds a payment term or creates one if not found.
Find or Create Price — Finds a price or creates one if not found.
Find or Create Price List — Finds a price list or creates one if not found.
Find or Create Purchase Order — Finds a purchase order or creates one if not found.
Find or Create Sales Invoice — Finds a sales invoice or creates one if not found.
Find or Create Sales Order — Finds a sales order or creates one if not found.
Find or Create Tag — Finds a tag or creates one if not found.
Find or Create Tax Code — Finds a tax code or creates one if not found.
Find or Create Tax Matrix — Finds a tax matrix entry or creates one if not found.
Find or Create Vendor Invoice — Finds a vendor invoice or creates one if not found.
Get GL Detail Report — Returns a general ledger detail listing for one or more accounts within a date range, as report data (JSON), an Excel file or a PDF. Each account section includes an opening row, one row per journal line, and a closing total row.
Import CAMT.053 Bank Statement — Imports account transactions from a CAMT.053 XML bank statement (ISO 20022 format).
Upload Document to Inbox — Uploads one or more documents to the inbox for processing (e.g., invoices, receipts, statements).

Searches (26)

Look up existing records

Find Account — Search for an account by code, name, or type.
Find Account Transaction — Search for account transactions by various criteria.
Find Bank Account — Search for a bank account by IBAN, name, or bank name.
Find Business Partner — Search for a business partner by name.
Find Contact — Search for a contact by business partner, name, or email.

Show 21 more searches

Find Credit Card Account — Search for a credit card account by name or card network.
Find Delivery Note — Search for a delivery note by number, title, customer, or status.
Find Employee — Search for an employee by number or name.
Find Item — Search for an item by code, title, or type.
Find Item Category — Search for an item category by code or title.
Find Journal — Search for journals by reference, ledger, status, source type, dates, currency, and more.
Find Ledger — Search for a ledger by code or display name.
Find Me — Gets the current authenticated user.
Find Office Location — Search for an office location by code or title.
Find Payment Method — Search for a payment method by code or name.
Find Payment Term — Search for a payment term by name.
Find Price — Search for prices in a price list by item code.
Find Price List — Search for a price list by code or name.
Find Purchase Order — Search for a purchase order by number, title, vendor, type, or status.
Find Sales Invoice — Search for a sales invoice by number, customer, or status.
Find Sales Order — Search for a sales order by number, title, customer, or status.
Find Tag — Search for a tag by code.
Find Tax Code — Search for a tax code by code or country.
Find Tax Matrix — Search for tax matrix mappings by country, tax class, or item category.
Find Vendor Invoice — Search for a vendor invoice by number, vendor, or status.
Find Workflow — Search for a workflow by ID or name.