B33 and Salesflare

How to connect B33

Things Salesflare can make it do

Create Customer — Creates a new a customer record in the system with complete business and a contact information
Create Invoice — Create invoice
Create Invoice Line — Create invoice lies for invoices
Create payment — Create new payment, payment method is set as Bank Transfer
Delete Customer — Soft Delete a customer. Sets status to cancelled. Only customers without invoices or payments can be deleted.

Show 8 more actions

Delete Invoice — Soft delete an invoice. Sets status to cancelled. Only invoices in status new can be deleted
Delete Invoice Line — Only an invoice line for an invoice in status new can be deleted
Delete Payment — Only payments in Status New can be deleted
Get Customer — Get full customer details
Update Customer — Update Customer
Update Invoice — Update Invoice - Only invoices in status NEW can be updated
Update Invoice Line — Update the existing Invoice Line. Only invoices in status new can be edited!
Update Payment — Only payments in status New can be updated. Payments in status Open or Ongoing can process invoice application

Look up existing records

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.