Chronify Work and Salesflare

How to connect Chronify Work

When invoice Paid in Chronify Work, create opportunity, then find or create contact in Salesflare.
When new Customer in Chronify Work, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in Chronify Work, create opportunity, then find or create contact in Salesflare.
When new Task in Chronify Work, create task in Salesflare.

Chronify Work is a time tracking software, you can track hours by project and client, send offers and generate invoices

Start a workflow when this happens

Invoice Paid — Triggers when an invoice reaches fully Paid (the sum of its payments covers the total).
New Customer — Triggers when a new customer is created.
New Invoice — Triggers when an invoice is sent (assigned a number) — not when it's only saved as a draft. Credit notes don't trigger this.
New Project — Triggers when a new project is created.
New Task — Triggers when a new task is added to a project.

Show 1 more triggers

Things Salesflare can make it do

Create Customer — Creates a new customer.
Create Project — Creates a new project under a customer.
Create Time Entry — Logs time against a project and task, on behalf of whoever created this connection's API key.

Look up existing records

Find Customer — Finds a customer by name.
Find Invoice — Finds an invoice (or credit note) by its number.
Find Offer — Finds offers (quotes) by customer, project, and/or status.
Find Project — Finds a project by name, optionally narrowed to one customer.
Find Time Entry — Finds logged time entries, optionally narrowed to one project and/or a date range.

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