AdvicePay and Salesflare
How to connect AdvicePay
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When invoice Paid in AdvicePay, create opportunity, then find or create contact in Salesflare.
About AdvicePay
AdvicePay is a tool for fee-for-service financial planners to manage billing, payments, and compliance.
AdvicePay operations on Zapier
Triggers (4)
Start a workflow when this happens
- Agreement Completed — Triggers when an eSign agreement is fully executed by all required signers.
- Invoice Paid — Triggers when an invoice is paid.
- Subscription Activated — Triggers when a subscription is initially activated.
- Subscription Canceled — Triggers when a subscription is canceled.
Actions (9)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create a Subscription — Creates a new subscription.
- Create an Invoice — Creates a new invoice.
- Find or Create Client — Finds a client by email.
- Get Advisors — Gets a list of advisors.
Show 4 more actions
- Get Invoices — Gets a list of invoices.
- Get Subscriptions — Gets a list of subscriptions.
- Get a Subscription by ID — Gets a subscription by its unique ID.
- Get an Invoice by ID — Gets an invoice by its unique ID.
Searches (1)
Look up existing records
- Find Client — Finds a client by email.
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