Cheddar and Salesflare

How to connect Cheddar

When new Bill Reminder in Cheddar, create task in Salesflare.
When new Subscription in Cheddar, create opportunity, then find or create contact in Salesflare.
When new Subscription Billable in Cheddar, create opportunity, then find or create contact in Salesflare.
When new Subscription Change in Cheddar, create opportunity, then find or create contact in Salesflare.
When new Subscription Reactivation in Cheddar, create opportunity, then find or create contact in Salesflare.
When new Transaction in Cheddar, create opportunity, then find or create contact in Salesflare.

Recurring billing, SaaS subscription management, automated communication, and market intelligence.

Start a workflow when this happens

New Bill Reminder — The bill reminder event occurs prior to recurring invoice execution according to your configuration. Up to two reminder events are possible.
New Customer Delete — A customer record was deleted.
New Subscription — The New Subscription event occurs when a new customer is created in Cheddar.
New Subscription Billable — The subscription billable event occurs prior to recurring invoice execution. Last chance to update item quantities, add custom charges/credits, etc.
New Subscription Cancellation — Subscription was canceled.

Show 3 more triggers

New Subscription Change — Subscription pricing plan change occured (upgrade/downgrade).
New Subscription Reactivation — A previously canceled subscription has been reactivated.
New Transaction — A transaction has been executed or a transaction's status has changed.

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