About FoxManager

FoxManager is an ERP unifying Accounting, Inventory, Finance and CRM. Connect your favorite apps to automate workflows and boost productivity.

FoxManager operations on Zapier

Things Salesflare can make it do

Add Item to Order — Adds a new item to an existing order.
Close Contract — Closes an existing contract in the system.
Create Access Group — Creates a new access group.
Create Contract — Creates a new contract in the system with all available fields.
Create Contract Item — Adds a new product or service item to an existing contract.

Show 18 more actions

Create Legal Person — Creates a new Legal Person.
Create Order — Creates a new order (pre-sale) in the system.
Create Person — Creates a new person. Automatically detects if it is a Physical Person (CPF) or Legal Person (CNPJ) based on the document.
Create Person Group — Creates a new person group.
Create Physical Person — Creates a new Physical Person.
Create Product — Creates a new product or service in the system.
Delete Legal Person — Deletes an existing legal person by ID.
Delete Person — Deletes an existing person record by ID.
Delete Physical Person — Deletes an existing physical person by ID.
Update Contract — Updates an existing contract in the system using a merge strategy to prevent data loss.
Update Contract Item — Updates an existing item in a contract using a merge strategy to prevent data loss.
Update Legal Person — Updates an existing legal person by ID.
Update Order — Updates an existing order record by ID.
Update Order Item — Updates an existing item in an order.
Update Person — Updates an existing person record by ID.
Update Physical Person — Updates an existing physical person by ID.
Update Product — Updates an existing product record by ID.
Update Ticket — Updates an existing financial ticket (bank slip) by ID.

Look up existing records

Show 6 more searches

Find Order Item — Finds an order item by its ID.
Find Person — Finds a person record using their unique system ID or their Document (CPF/CNPJ).
Find Physical Person — Finds a physical person by their CPF document number.
Find Physical Person by ID — Technical search to find a physical person using their unique system ID.
Find Product — Finds a product record by ID, code, or description.
Find Ticket — Finds a financial ticket (bank slip) by ID, document number, or status.

FoxManager and Salesflare