BQE CORE and Salesflare

Time Tracking bqe.com ↗

How to connect BQE CORE

Via Zapier — 88 operations available. Set it up ↗

What you can automate

When check Transaction Updated (Choose Fields) in BQE CORE, create opportunity, then find or create contact in Salesflare.
When client Updated (Choose Fields) in BQE CORE, find or create account, then find or create contact, then add contact to account in Salesflare.
When credit Card Updated (Choose Fields) in BQE CORE, create task in Salesflare.
When payment Updated (Choose Fields) in BQE CORE, create opportunity, then find or create contact in Salesflare.
When to-Do Updated - Completed Status in BQE CORE, create task in Salesflare.
When to-Do Updated (Choose Fields) in BQE CORE, create task in Salesflare.

About BQE CORE

BQE CORE is an all-in-one, easy-to-use management solution designed for Architecture, Engineering, and Professional Service Firms

BQE CORE operations on Zapier

Triggers (23)

Start a workflow when this happens

Check Transaction Updated (Choose Fields) — Triggers when specific fields in a Check transaction are updated.
Client Updated (Choose Fields) — Triggers when specific fields in a Client record are updated.
Credit Card Updated (Choose Fields) — Triggers when specific fields in a Credit Card transaction are updated.
Employee Updated (Choose Fields) — Triggers when specific fields in an Employee record are updated.
Employee Updated - Terminated Status — Triggers when an Employee is terminated.

Show 18 more triggers

Expense Entry Updated (Choose Fields) — Triggers when specific fields in an Expense Entry record are updated.
Expense Entry Updated (Custom Fields) — Triggers when specific custom fields in an Expense Entry record are updated.
Expense Entry Updated - Approved Status — Triggers when an expense entry is approved.
New Record Created — Triggers when a new record is created.
Payment Updated (Choose Fields) — Triggers when specific fields in a Payment record are updated.
Project Updated (Choose Fields) — Triggers when specific fields in a Project record are updated.
Project Updated (Custom Fields) — Triggers when specific custom fields in a Project record are updated.
Project Updated – Completed Status — Triggers when a Project is marked as completed.
Record Deleted — Triggers when record is deleted.
Record Updated — Triggers when record is updated.
Time Entry Updated (Choose Fields) — Triggers when specific fields in an Time Entry record are updated.
Time Entry Updated (Custom Fields) — Triggers when specific custom fields in a Time Entry record are updated.
Time Entry Updated - Approved Status — Triggers when a Time entry is approved.
To-Do Updated (Choose Fields) — Triggers when specific fields in a To-Do record are updated.
To-Do Updated - Completed Status — Triggers when a Todo is marked completed.
Vendor Bill Updated (Choose Fields) — Triggers when specific fields in a Vendor Bill record are updated.
Vendor Updated (Choose Fields) — Triggers when specific fields in a Vendor record are updated.
Work Flow Updated — Triggers when workflow is updated.

Actions (46)

Things Salesflare can make it do

Create Activity Item — Create an Activity Item to track and manage your services.
Create Bill Payment — Record a new Accounts Payable Payment made to vendors.
Create Chart of Account — Create a new Chart of Account record.
Create Check Transaction — Record a check payment to vendors or other payees.
Create Client — Add a new Client record to manage projects, retainers, invoices, and payments.

Show 41 more actions

Create Contact — Add a new Contact to store additional information about vendors,employees, clients, and projects
Create Credit Card Transaction — Record a credit card charge, refund, or payment.
Create Deposit — Log a new deposit to track funds added to your bank accounts.
Create Employee — Add a new Employee record for time tracking, expense reporting, and assigning tasks.
Create Expense Entry — Log a new Expense Entry for reimbursable or tracked expenses.
Create Expense Item — Create an Expense Item to categorize and track business expenses.
Create General Journal — Create a new General Journal entry for accounting adjustments.
Create Invoice — Generate a new Accounts Receivable Invoice for your clients.
Create Note — Record a new general note to document important information.
Create Payment — Log a new Accounts Receivable Payment received from clients.
Create Project — Set up a new Project to allocate resources, track time, and manage expenses.
Create Time Entry — Log a new Time Entry to track billable or non-billable hours.
Create To-Do — Add a new To-Do item to track tasks and assignments.
Create Vendor — Add a new Vendor to track payables, bill payments, and other transactions.
Create Vendor Bill — Record a new Accounts Payable Bill for your vendors.
Find or Create Account — Search for an existing Chart of Account.
Find or Create Activity Item — Search for an existing Activity Item.
Find or Create Bill Payment — Search for an existing Accounts Payable Payment.
Find or Create Check — Search for an existing Check transaction.
Find or Create Client — Search for an existing Client record.
Find or Create Credit Card — Search for an existing Credit Card transaction.
Find or Create Deposit — Search for an existing deposit.
Find or Create Employee — Search for an existing Employee record.
Find or Create Expense — Search for an existing Expense Item.
Find or Create Expense Entry — Search for an existing Expense Entry.
Find or Create General Journal — Search for an existing General Journal entry.
Find or Create Invoice — Search for an existing Accounts Receivable Invoice.
Find or Create Note — Search for an existing general note.
Find or Create Payment — Search for an existing Accounts Receivable Payment.
Find or Create Project — Search for an existing Project.
Find or Create Time Entry — Search for an existing Time Entry.
Find or Create To-Do — Search for an existing To-Do item.
Find or Create Vendor — Search for an existing Vendor.
Find or Create Vendor Bill — Search for an existing Accounts Payable Bill.
Update Client — Modify an existing Client record.
Update Employee — Modify an existing Employee record.
Update Expense Entry — Modify an existing Expense Entry record.
Update Project — Modify an existing Project record.
Update Time Entry — Modify an existing Time Entry record.
Update To-Do — Modify an existing To-Do record.
Update Vendor — Modify an existing Vendor record.

Searches (19)

Look up existing records

Find Activity Item — Search for an existing Activity Item.
Find Bill Payment — Search for an existing Accounts Payable Payment.
Find Chart of Account — Search for an existing Chart of Account.
Find Check Transaction — Search for an existing Check transaction.
Find Client — Search for an existing Client record.

Show 14 more searches

Find Credit Card Transaction — Search for an existing Credit Card transaction.
Find Deposit — Search for an existing deposit.
Find Employee — Search for an existing Employee record.
Find Expense Entry — Search for an existing Expense Entry.
Find Expense Item — Search for an existing Expense Item.
Find General Journal — Search for an existing General Journal entry.
Find Invoice — Search for an existing Accounts Receivable Invoice.
Find Note — Search for an existing general note.
Find Payment — Search for an existing Accounts Receivable Payment.
Find Project — Search for an existing Project.
Find Time Entry — Search for an existing Time Entry.
Find To-Do — Search for an existing To-Do item.
Find Vendor — Search for an existing Vendor.
Find Vendor Bill — Search for an existing Accounts Payable Bill.