What you can automate

When account Balance Changed in FINOM, find or create account in Salesflare.

When incoming Invoice Was Paid in FINOM, create opportunity, then find or create contact in Salesflare.

When new Incoming Invoice in FINOM, create opportunity, then find or create contact in Salesflare.

When new Invoice Created in FINOM, create opportunity, then find or create contact in Salesflare.

When new Transaction in FINOM, create opportunity, then find or create contact in Salesflare.

When outgoing Invoice Was Paid in FINOM, create opportunity, then find or create contact in Salesflare.

About FINOM

FINOM is a financial service that combines a banking business account, invoicing, and accounting software integration

FINOM operations on Zapier

Start a workflow when this happens

Account Balance Changed — Triggers when an account balance changed
Incoming Invoice Was Paid — Triggers when the incoming invoice status changed to Paid or Partially Paid.
New Incoming Invoice — Triggers when a new incoming invoice received.
New Invoice Created — Triggers when the invoice is created.
New Transaction — Triggers when a new transaction reaches a final status (Received for incoming, Executed for outgoing). Delivery is at-least-once, so the same transaction may be delivered more than once. Deduplicate on your side using the webhook id (envelope identifier) and the transaction id (data.id).

Show 2 more triggers

Outgoing Invoice Was Paid — Triggers when the outgoing invoice status changed to Paid or Partially Paid.
Transaction Changed — Triggers when a transaction changes. Not idempotent, triggers when something related to transaction was changed.

Things Salesflare can make it do

Create a Contact — Allows to create a contact which can be used for creating invoices.
Download Incoming Invoice as JSON — Allows to use the JSON version of the incoming invoice wherever is needed
Download Incoming Invoice as PDF — Allows to use the PDF version of the incoming invoice wherever is needed
Download Outgoing Invoice as JSON — Allows to use the JSON version of the outgoing invoice wherever is needed
Download Outgoing Invoice as PDF — Allows to use the PDF version of the outgoing invoice wherever is needed

Show 5 more actions

Find Account — Find bank account by IBAN
Get Account Info — Get information about bank account
Mark an Incoming Invoice as Paid — Allows to mark an existing incoming e-invoice as paid.
Mark an Outgoing Invoice as Paid — Allows to mark an existing invoice as paid by a customer.
Send Invoice to SDI — Sends Invoice to SDI. Only for Italian users.

Look up existing records

Download Invoice SDI Response as XML — Downloads invoice SDI Response. Only for Italian Users.

FINOM and Salesflare