Finolog and Salesflare
How to connect Finolog
- Via Zapier — 15 operations available. Set it up ↗
- Via Make — 34 modules available. Set it up ↗
What you can automate
- When new Account in Finolog, find or create account in Salesflare.
- When new Company in Finolog, find or create account in Salesflare.
- When new Transaction in Finolog, create opportunity, then find or create contact in Salesflare.
- When new Account in Salesflare, create Account in Finolog.
About Finolog
Finolog is a money accounting app for small and medium businesses. It shows all money flows in one safe place, predicts cash gaps and much more.
Finolog operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Account — Triggers when a new account is created.
- New Category — Triggers when a new category is created.
- New Company — Triggers when new company was created.
- New Contractor — Triggers when new contractor is created.
- New Project — Triggers when a new project is created.
Show 2 more triggers
- New Requisite — Triggers when a new requisite is created.
- New Transaction — Triggers when a new transaction is created.
Actions (5)
Things Salesflare can make it do
- Create Account — Creates an Account
- Create Category — Creates a Category
- Create Company — Creates a Company
- Create Contractor — Creates a Contractor
- Create Transaction — Creates a Transaction
Searches (3)
Look up existing records
- Find Contractor Requisites — Finds a Requisites that blongs to a Contractor
- Find Contractor by Query — FInd contractor by name or his requisites
- Find Transaction by Query — Find transaction by contractor name, account name, details or sum
Finolog operations on Make
Triggers (7)
Start a workflow when this happens
- Watch Accounts — Triggers when a new account is created.
- Watch Categories — Triggers when a new category is created.
- Watch Companies — Triggers when a new company is created.
- Watch Contractors — Triggers when a new contractor is created.
- Watch Projects — Triggers when a new project is created.
Show 2 more triggers
- Watch Requisites — Triggers when a new requisite is created.
- Watch Transactions — Triggers when a new transaction is created.
Actions (21)
Things Salesflare can make it do
- Create a Category — Creates a new category.
- Create a Company — Creates a new company.
- Create a Contractor — Creates a new contractor.
- Create a Transaction — Creates a new transaction.
- Create an Account — Creates a new account.
Show 16 more actions
- Delete a Category — Deletes the selected category.
- Delete a Company — Deletes the selected company.
- Delete a Contractor — Deletes the selected contractor.
- Delete a Transaction — Deletes the selected transaction.
- Delete an Account — Deletes the selected account.
- Get a Category — Returns information about the selected category.
- Get a Company — Returns information about the selected company.
- Get a Contractor — Returns information about the selected contractor.
- Get a Transaction — Returns information about the selected transaction.
- Get an Account — Returns information about the selected account.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Category — Updates the selected category.
- Update a Company — Updates the selected company.
- Update a Contractor — Updates the selected contractor.
- Update a Transaction — Updates the selected transaction.
- Update an Account — Updates the selected account.
Searches (6)
Look up existing records
- List Accounts — Lists all accounts.
- List Categories — Lists all categories.
- List Companies — Lists all companies.
- List Contractor Requisites — Lists contractor requisites.
- List Contractors — Lists all contractors.
Show 1 more searches
- List Transactions — Lists all transactions.
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