Balabook and Salesflare
How to connect Balabook
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When new Accounts in Balabook, find or create account in Salesflare.
- When new Estimates in Balabook, create opportunity in Salesflare.
- When new Invoices in Balabook, create opportunity, then find or create contact in Salesflare.
- When new Transactions in Balabook, create opportunity, then find or create contact in Salesflare.
- When new Account in Salesflare, create Account in Balabook.
- When new Opportunity in Salesflare, create Estimate in Balabook.
About Balabook
Balabook is an accounting software for business owners and accounting firms to help improve the financial management of their respective companies and clients.
Balabook operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Accounts — Triggers when a new account is added in your charts of accounts.
- New Estimates — Triggers when a new expense is created.
- New Expenses — Triggers when a new expense is created.
- New Invoices — Triggers when a new invoice is created.
- New Journal Entries — Triggers when a new journal entry is created.
Show 2 more triggers
- New Partners — Triggers when a new partner is created.
- New Transactions — Triggers when a new transaction is created.
Actions (6)
Things Salesflare can make it do
- Create Account — Creates a new account in your company.
- Create Estimate — Creates a new draft estimate in your company.
- Create Expense — Creates a new draft expense in your company.
- Create Invoice — Creates a new draft invoice in your company.
- Create Partner — Creates the partner for the company.
Show 1 more actions
- Create Transaction — Creates a new draft transaction in your company.
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