Salesflare Salesflare Integrations

easybill and Salesflare

easybill.de ↗

How to connect easybill

What you can automate

  • When new Contacts in easybill, create a contact in Salesflare.
  • When new Customers in easybill, create an account, then create a contact, then add a contact to an account in Salesflare.
  • When new Document Payments in easybill, create an opportunity, then create a contact in Salesflare.
  • When new Invoice Items in easybill, create an opportunity, then create a contact in Salesflare.
  • When new Tasks in Salesflare, create a Task in easybill.

easybill operations on Make

Triggers (5)

Start a workflow when this happens

  • Watch Contacts — Triggers when a contact event has happened.
  • Watch Customers — Triggers when a customer event has happened.
  • Watch Document Payments — Triggers when a document payment event has happened.
  • Watch Documents — Triggers when a document event has happened.
  • Watch Invoice Items — Triggers when an invoice item event has happened.

Actions (31)

Things Salesflare can make it do

  • Cancel a Document — Cancels a specific document.
  • Complete a Document — Completes a specific document.
  • Create a Customer — Creates a new customer.
  • Create a Customer Group — Creates a new customer group.
  • Create a Document — Creates a new document.
Show 26 more actions
  • Create a Document Payment — Creates a new document payment.
  • Create a Project — Creates a new project.
  • Create a Task — Creates a new task.
  • Create an Invoice Item — Creates a new invoice item.
  • Delete a Customer — Deletes a specific customer.
  • Delete a Customer Group — Deletes a specific customer group.
  • Delete a Document — Deletes a specific document.
  • Delete a Document Payment — Deletes a specific document payment.
  • Delete a Project — Deletes a specific project.
  • Delete a Task — Deletes a specific task.
  • Delete an Invoice Item — Deletes a specific invoice item.
  • Get a Customer — Retrieves a specific customer.
  • Get a Customer Group — Retrieves a customer group.
  • Get a Document — Retrieves a specific document.
  • Get a Document Payment — Retrieves a specific document payment.
  • Get a Project — Retrieves a specific project.
  • Get a Task — Retrieves a specific task.
  • Get an Invoice Item — Retrieves a specific invoice item.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Send a Document — Sends a document of a specific type.
  • Update a Customer — Updates a specific customer.
  • Update a Customer Group — Updates a specific customer group.
  • Update a Document — Updates a specific document.
  • Update a Project — Updates a specific project.
  • Update a Task — Updates a specific task.
  • Update an Invoice Item — Updates a specific invoice item.

Searches (8)

Look up existing records

  • List Contacts — Retrieves a list of contacts.
  • List Customer Groups — Retrives a list of customer groups.
  • List Documents — Retrieves a list of documents.
  • List Invoice Items — Retrieves a list of invoice items.
  • List Projects — Retrieves a list of projects.
Show 3 more searches
  • List Tasks — Retrieves a list of tasks.
  • Search Customers — Searches for a list of customers.
  • Search Document Payments — Searches for a list of documents.

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