Billbooks and Salesflare

How to connect Billbooks

When new Client in Billbooks, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Estimate in Billbooks, create opportunity in Salesflare.
When new Invoice in Billbooks, create opportunity, then find or create contact in Salesflare.
When new Opportunity in Salesflare, create Estimate in Billbooks.

Billbooks is a cloud invoicing app to manage billing, quotes, items, expenses, scheduling and bank reconciling

Start a workflow when this happens

Things Salesflare can make it do

Create Client — Creates a new client in Billbooks.
Create Estimate — Creates a new estimate in Billbooks.
Create Expense — Records a new expense in Billbooks.
Create Invoice — Creates a new invoice in Billbooks.
Create Item — Creates a new item (service or goods) in the Billbooks item catalog.

Look up existing records

Find Client — Finds an existing client by name, contact name, or contact email.

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