Cassa in Cloud and Salesflare
How to connect Cassa in Cloud
- Via Zapier — 18 operations available. Set it up ↗
What you can automate
- When new Company in Cassa in Cloud, find or create account in Salesflare.
- When new Customer in Cassa in Cloud, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in Cassa in Cloud, create opportunity, then find or create contact in Salesflare.
- When new Order in Cassa in Cloud, create opportunity, then find or create contact in Salesflare.
- When new Account in Salesflare, create an Organization in Cassa in Cloud.
About Cassa in Cloud
Cassa in Cloud is both a cash register and management system.
Cassa in Cloud operations on Zapier
Triggers (6)
Start a workflow when this happens
- New Company — Triggers when a new company is created.
- New Customer — Triggers when a new customer is created.
- New Department — Triggers when a new department is created.
- New Invoice — Triggers when a new invoice is created.
- New Order — Triggers when a new order is created.
Show 1 more triggers
- New Stock Movement — Triggers when a new stock movement is created.
Actions (5)
Things Salesflare can make it do
- Create Order — Creates a new order.
- Create a Customer — Creates a new customer.
- Create an Organization — Creates a new organization.
- Find or Create Organization — Find existing organizations matching the filter
- Find or Create a Customer — Finds existing customers matching the filter
Searches (7)
Look up existing records
- Find Customers — Finds existing customers matching the filter
- Find Organizations — Find existing organizations matching the filter
- Find Products — Finds existing products matching the filter
- Find Sales Points — Finds account's sales points
- Get Sold by Category — Retrieves what's been sold in a date range split by Category
Show 2 more searches
- Get Sold by Department — Retrieves what's been sold in a date range split by Department.
- Get Sold by Tax — Retrieves what's been sold in a date range split by Tax.
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