Belvak and Salesflare
How to connect Belvak
- Via Zapier — 6 operations available. Set it up ↗
What you can automate
- When new Client in Belvak, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in Belvak, create opportunity, then find or create contact in Salesflare.
- When new Payment in Belvak, create opportunity, then find or create contact in Salesflare.
About Belvak
Belvak is a business management platform for service companies: projects, clients, invoices, payments, and more.
Belvak operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Client — Triggers when a new client is created in your workspace.
- New Invoice — Triggers when a new invoice is created in your workspace.
- New Payment — Triggers when a new payment is recorded in your workspace.
Actions (2)
Things Salesflare can make it do
- Create Client — Creates a new client in your Belvak workspace.
- Create Invoice — Creates a new invoice on a project in your Belvak workspace.
Searches (1)
Look up existing records
- Find Client — Finds a client in your Belvak workspace by name or email address.
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