Cin7 Core and Salesflare
How to connect Cin7 Core
- Via Make — 43 modules available. Set it up ↗
What you can automate
- When new or Updated Customer in Cin7 Core, create an account, then create a contact, then add a contact to an account in Salesflare.
- When new or Updated Supplier in Cin7 Core, create an account in Salesflare.
- When new Payment in Cin7 Core, create an opportunity, then create a contact in Salesflare.
- When new Sale Credit Note Authorised in Cin7 Core, create an opportunity, then create a contact in Salesflare.
- When new Sale Invoice Authorized in Cin7 Core, create an opportunity, then create a contact in Salesflare.
- When new Sale Shipment Tracking Number Changed in Cin7 Core, create an opportunity, then create a contact in Salesflare.
Cin7 Core operations on Make
Triggers (8)
Start a workflow when this happens
- Watch New Payment — Triggers when a new payment has been received.
- Watch New Sale Credit Note Authorised — Triggers when a new sale credit note is authorized.
- Watch New Sale Invoice Authorized — Triggers when a new sale invoice has been authorized.
- Watch New Sale Shipment Tracking Number Changed — Triggers when a sale shipment tracking number is changed.
- Watch New Sale Voided — Triggers when a new sale has been voided.
Show 3 more triggers
- Watch New Stock Level Update — Triggers when a change is made to product availability.
- Watch New or Updated Customer — Triggers when a new customer has been created or updated.
- Watch New or Updated Supplier — Triggers when a supplier has been created or updated.
Actions (26)
Things Salesflare can make it do
- Add a Sale Attachment — Adds attachment to a sale.
- Add a Sale Pack — Adds a sale pack.
- Add a Sale Payment — Adds a sale payment.
- Add a Sale Shipment — Adds a shipment to sale.
- Create a Customer — Creates a customer.
Show 21 more actions
- Create a Sale — Creates a sale.
- Create a Stock Adjustment — Creates a stock adjustment.
- Create a Supplier — Creates a supplier.
- Delete a Sale — Deletes a sale.
- Delete a Sale Attachment — Deletes a sale attachment.
- Delete a Sale Payment — Deletes a sale payments.
- Delete a Stock Adjustment — Deletes a stock adjustment.
- Find a Sale Credit Note — Searches for a sale credit note by ID.
- Find a Sale Fulfilment — Searches for sale fulfilments by ID.
- Find a Sale Invoice — Searches for sale invoices by ID.
- Get a Customer — Gets a customer.
- Get a Product — Gets a product.
- Get a Sale — Gets a sale.
- Get a Sale Pack — Gets a sale pack.
- Get a Stock Adjustment — Gets a stock adjustment.
- Get a Supplier — Gets a supplier.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Customer — Updates a customer.
- Update a Sale — Updates a sale.
- Update a Sale Payment — Updates a sale payment.
- Update a Stock Adjustment — Updates a stock adjustment,
Searches (9)
Look up existing records
- Find a Products Availability — Searches for a product availability.
- Find an Assembly — Searches for assembly by status, sale id or other fields.
- List Customers — Gets a list of customers.
- List Products — Gets a list of products.
- List Sale Payments — Gets all sale payments.
Show 4 more searches
- List Sales — Gets a list of sales.
- List Sales Attachments — Gets a list of sales attachments.
- List Stock Adjustments — Gets a list of stock adjustments.
- List Suppliers — Gets a list of suppliers.
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