incwo and Salesflare
How to connect incwo
- Via Zapier — 9 operations available. Set it up ↗
- Via Make — 29 modules available. Set it up ↗
What you can automate
- When new Contact in incwo, find or create contact in Salesflare.
- When new Opportunity in incwo, create opportunity in Salesflare.
- When new Task in incwo, create task in Salesflare.
- When new Task in Salesflare, create Task in incwo.
About incwo
incwo.com is a CRM and invoicing platform for SMEs
incwo operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Contact — Triggers when a new contact is created
- New Firm — Triggers when a new firm is created
- New Opportunity — Triggers when a new opportunity is created
- New Task — Triggers when a new task is created
Actions (3)
Things Salesflare can make it do
- Create Contact — Creates a Contact
- Create Firm — Creates a Firm
- Create Task — Creates a Task
Searches (2)
Look up existing records
- Find Contact — Finds a contact
- Find Firm — Finds an existing firm
incwo operations on Make
Actions (23)
Things Salesflare can make it do
- Add a bill line — Adds a new bill line in an invoice_maybe bill.
- Add a proposal line — Adds a new line in an existing proposal.
- Create a cash deposit — Creates a new cash deposit.
- Create a contact — Creates a new contact based on standard properties.
- Create a draft invoice — Creates a new draft invoice. You can after add bill lines and finalized it using the “Update Bill Progress” module.
Show 18 more actions
- Create a firm — Creates a new firm based on standard properties.
- Create a lead — Creates a new lead.
- Create a product — Creates a new product based on standard informations.
- Create a proposal — Creates a new proposal.
- Get a contact — Gets detailed information for a contact.
- Get a firm — Gets detailed information for a firm.
- Get a invoice — Gets detailed information for an invoice.
- Get a lead — Gets detailed information for a lead.
- Get a product — Gets detailed information for a customer product.
- Get a proposal — Gets detailed information for a proposal.
- Get a proposal PDF — Gets a proposal PDF.
- Get invoice PDF — Gets an invoice PDF.
- Make an API call — Performs an arbitrary authorized API call.
- Update a contact — Updates a contact.
- Update a firm — Updates a firm.
- Update a product — Updates a product.
- Update bill progress — Updates the progress of a specified invoice.
- Update proposal progress — Updates the progress of a specified proposal.
Searches (6)
Look up existing records
- Search for contacts — Provides list of contacts matching wide search criteria.
- Search for firms — Provides list of firms matching wide search criteria.
- Search for invoices — Provides list of invoices based on a given period or/and a specific customer.
- Search for leads — Provides list of leads matching a party name.
- Search for products — Provides list of products matching wide search criteria.
Show 1 more searches
- Search for proposals — Provides list of proposals based on a given period and wide text criteria.
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