iDoklad and Salesflare

How to connect iDoklad

When new invoices in iDoklad, create an opportunity, then create a contact in Salesflare.
When new payments in iDoklad, create an opportunity, then create a contact in Salesflare.

Start a workflow when this happens

Watch invoices — Triggers when a new invoice (issued, received, or proforma) is created.
Watch payments — Triggers when a new payment is created.
Watch price list items — Triggers when a new price list item is created.

Things Salesflare can make it do

Account a proforma invoice — Accounts a paid proforma invoice and creates an issued invoice from it.
Create a contact — Creates a new contact.
Create a payment — Records a payment for an issued or received invoice.
Create a price list item — Creates a new price list item.
Create an invoice — Creates a new invoice (issued, received, or proforma).

Show 16 more actions

Delete a contact — Deletes a contact. This action cannot be undone.
Delete a payment — Deletes a payment. This action cannot be undone.
Delete a price list item — Deletes a price list item. This action cannot be undone.
Delete an invoice — Deletes an invoice (issued, received, or proforma). This action cannot be undone.
Get a contact — Returns the details of a contact.
Get a payment — Returns the details of a payment.
Get a price list item — Returns the details of a price list item.
Get an invoice — Returns the details of an invoice (issued, received, or proforma).
Get an invoice PDF — Downloads an invoice (issued, received, or proforma) as a PDF file.
Make an API call — Sends a custom API call to iDoklad for unsupported endpoints.
Mark an invoice as paid — Marks an issued, received, or proforma invoice as fully paid.
Mark an invoice as unpaid — Cancels the payment of an issued, received, or proforma invoice (marks it as unpaid).
Send an invoice by email — Sends an issued, received, or proforma invoice by email.
Update a contact — Updates a contact.
Update a price list item — Updates a price list item.
Update an invoice — Updates an issued, received, or proforma invoice.

Look up existing records

Search contacts — Returns a list of contacts matching the specified filters.
Search invoices — Returns a list of invoices (issued, received, or proforma) matching the specified filters.
Search payments — Returns a list of payments matching the specified filters.
Search price list items — Returns a list of price list items matching the specified filters.

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