Caflou and Salesflare
How to connect Caflou
- Via Make — 41 modules available. Set it up ↗
What you can automate
- When new Companies in Caflou, create an account in Salesflare.
- When new Contact in Caflou, create a contact in Salesflare.
- When new invoices in Caflou, create an opportunity, then create a contact in Salesflare.
- When new Tasks in Caflou, create a task in Salesflare.
- When new Accounts in Salesflare, create Company in Caflou.
- When new Tasks in Salesflare, create Issued Invoice in Caflou.
Caflou operations on Make
Triggers (9)
Start a workflow when this happens
- Watch Companies — Watches for new companies.
- Watch Contact — Watches for new contacts.
- Watch Events — Watches for new events.
- Watch Income/Expense — Watches for new Income/Expense records.
- Watch Projects — Watches for new projects.
Show 4 more triggers
- Watch Tasks — Watches for new tasks.
- Watch Time Entry — Watch Time entry
- Watch Timesheets — Watches for new timesheet
- Watch invoices — Watch invoices
Actions (32)
Things Salesflare can make it do
- Create Bank Payment — Create Bank Payment
- Create Company — Create Company
- Create Contact — Create Contact
- Create Event — Create Event
- Create Income/Expense — Create Income/Expense
Show 27 more actions
- Create Issued Invoice — Create Issued Invoice
- Create Project — Create Project
- Create Received Invoice — Create Received Invoice
- Create Task — Create Task
- Create Time Entry — Create Time entry
- Create Timesheet — Create Timesheet
- Get Bank Payment — Get Bank Payment
- Get Company — Get Company
- Get Contact — Get Contact
- Get Event — Get Event
- Get Income/Expense — Get Income/Expense
- Get Invoice — Get Invoice
- Get Project — Get Project
- Get Task — Get Task
- Get Time Entry — Get Time entry
- Get Timesheet — Get Timesheet
- Update Company — update Company
- Update Contact — Update Contact
- Update Event — Update Event
- Update Income/Expense — Update Income/Expense
- Update Issued Invoice — Update Issued Invoice
- Update Project — Update Project
- Update Received Invoice — Update Received Invoice
- Update Task — Update Task
- Update Time Entry — Update Time Entry
- Update Timesheet — Update Timesheet
- Update bank payment — Update bank payment
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