ASHDOCS and Salesflare

How to connect ASHDOCS

When invoice Paid in ASHDOCS, create opportunity, then find or create contact in Salesflare.

ASHDOCS is a document and invoicing API for creating, sending and tracking invoices, generating PDFs and collecting payments.

Start a workflow when this happens

Invoice Overdue — Triggers when an invoice passes its due date with a balance left.
Invoice Paid — Triggers when an invoice is paid in full.
Invoice Sent — Triggers when an invoice is delivered to the customer.
Invoice Viewed — Triggers when the customer opens the hosted invoice page.

Things Salesflare can make it do

Create Customer — Saves a customer for reuse on invoices.
Create Invoice — Creates a numbered invoice with its PDF and hosted page. Optionally emails it to the customer.
Find or Create Customer — Finds a saved customer by email, or creates one if none exists.
Generate PDF — Turns HTML or a web page into a PDF.
Redact Document — Blacks out emails, card numbers and other sensitive text in a PDF.

Show 1 more actions

Look up existing records

Find Customer — Finds a saved customer by email address.
Find Invoice — Finds an invoice by number or ID, with its status, totals and amount due.

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