Hellobooks.ai and Salesflare
How to connect Hellobooks.ai
- Via Zapier — 34 operations available. Set it up ↗
- Via Make — 12 modules available. Set it up ↗
What you can automate
- When new Invoice in Hellobooks.ai, create opportunity, then find or create contact in Salesflare.
- When new Account in Salesflare, create Vendor in Hellobooks.ai.
- When new Opportunity in Salesflare, create Quote in Hellobooks.ai.
About Hellobooks.ai
Hellobooks.ai is an AI-powered bookkeeping tool that automates invoicing, expense tracking, and financial reporting for small businesses.
Hellobooks.ai operations on Zapier
Triggers (20)
Start a workflow when this happens
- Customer Contact Person — Triggers when customer contact updated.
- Get All Subscription — Triggers when a subscription list is read.
- Get Available Events — Triggers when all subscribe event types get.
- Get Bill — Triggers when bill details is read.
- Get Customer — Triggers when get all customers list.
Show 15 more triggers
- Get Customer Search — Triggers when get customer from search.
- Get Delivery Logs — Triggers when delivery log is read.
- Get Invoice Search — Triggers when get invoice by search.
- Get Purchase Credit Note — Triggers when purchase credit note details is read.
- Get Purchase Order — Triggers when purchase order list read.
- Get Quotes — Triggers when quote details is read.
- Get Salesorders — Triggers when get all salesorders.
- Get Single Subscription — Triggers when single subscription is read.
- Get Vendor — Triggers when vendor details is fetched.
- Get Vendor Search — Triggers when you get vendor.
- New Invoice — Triggers when a new invoice is created in Hellobooks.
- Update Customer Address — Triggers when customer address updated.
- Update Vendor — Triggers when vendor details is updated.
- Update Vendor Address — Triggers when vendor address details is updated.
- Update Vendor Contact Person — Triggers when vendor contact person details is updated.
Actions (14)
Things Salesflare can make it do
- Create Bill — Creates new bill in system
- Create Customer — Trigger when new customer created
- Create Expense Claims — Creates new Expense Claims in system
- Create Invoice — Trigger when new invoice created
- Create Item — Trigger when new item created
Show 9 more actions
- Create Payment — Creates payment in system
- Create Purchase Credit Note — Creates new purchase credit note in system
- Create Quote — Trigger when new quote created
- Create Sales Credit Notes — Trigger when new invoice creditnote created
- Create Vendor — Creates new vendor in system
- Create Webhooks — Trigger when webhook created
- Regenerate Secret — Trigger when Regenerate Secret
- Test Webhooks — Trigger when webhook tested
- Update Webhooks — Trigger when webhooks updated
Hellobooks.ai operations on Make
Triggers (1)
Start a workflow when this happens
- Watch invoices — Triggers when a new invoice is created in Hellobooks.ai.
Actions (8)
Things Salesflare can make it do
- Create a bill — Creates a new bill in Hellobooks.ai.
- Create a customer — Creates a new customer in Hellobooks.ai.
- Create a vendor — Creates a new vendor in Hellobooks.ai.
- Create an expense claim — Creates a new expense claim in Hellobooks.ai.
- Create an invoice — Creates a new invoice in Hellobooks.ai.
Show 3 more actions
- Create an item — Creates a new item in Hellobooks.ai.
- Make an API call — Performs an arbitrary authorized API call to Hellobooks.ai.
- Record a payment — Records a new payment in Hellobooks.ai.
Searches (3)
Look up existing records
- Find a customer — Searches for a customer in Hellobooks.ai.
- Find a vendor — Searches for a vendor in Hellobooks.ai.
- Find an invoice — Searches for an invoice in Hellobooks.ai.
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