AdminPulse and Salesflare

How to connect AdminPulse

AdminPulse is the online office management software for accountants, bookkeepers and auditors

Start a workflow when this happens

Document Created — Triggers when a document is created in AdminPulse.
Document Updated — Triggers when a document is updated in AdminPulse.
Registration Created — Triggers when a registration is created in AdminPulse.
Registration Updated — Triggers when a registration is updated in AdminPulse.
Relation Created — Triggers when a relation is created in AdminPulse.

Show 3 more triggers

Things Salesflare can make it do

Add Attachment to Interaction — Adds a file attachment to an existing interaction.
Add Relation Address — Adds a physical address to a relation.
Add Relation Bank Account — Adds a bank account to a relation.
Add Relation Email — Adds an e-mail address to a relation.
Add Relation Web Address — Adds a web address to a relation.

Show 13 more actions

Add Tag to Relation — Add new tags to an existing relation
Create Document — Creates a new document.
Create Email — Creates a new email.
Create Interaction — Creates a new interaction.
Create New Task — Creates a new task.
Create New Todo — Creates a new todo.
Create Relation — Creates a relation.
Create Work Registration — Creates a new work registration.
Delete Relation Bank Account — Deletes a bank account from a relation.
Update Relation — Updates a relation. Fields that are empty will be ignored.
Update Relation Bank Account — Updates a bank account of a relation.
Update Task — Change the name, status, assigned user, remark or tags of a task.
Update Task Status — Change the status of a task, for example from in-progress to done.

Look up existing records

Find Relation Bank Account — Finds a bank account of a relation, for example to check whether the relation already has a given IBAN.
Search Relations — Search for relations based on various criteria
Search Tasks — Search for tasks based on various criteria
Search Users — Search for users based on various criteria