What you can automate

When new Credit Note in Invoice Crowd, create internal note in Salesflare.

When customer Updated in Invoice Crowd, find or create account, then find or create contact, then add contact to account in Salesflare.

When invoice Paid in Invoice Crowd, create opportunity, then find or create contact in Salesflare.

When invoice Updated in Invoice Crowd, find or create contact in Salesflare.

When new Customer in Invoice Crowd, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Estimate in Invoice Crowd, create opportunity in Salesflare.

About Invoice Crowd

A Cloud based Invoicing, Estimation and Accounting Platform for small and mid sized Business. Create and send Invoices to your clients and get paid faster.

Invoice Crowd operations on Zapier

Triggers (21)

Start a workflow when this happens

Customer Updated — Triggers when a customer is edited.
Estimate Accepted — Triggers when a client accepts an estimate.
Invoice Overdue — Triggers when a sent invoice is past its due date and still unpaid.
Invoice Paid — Triggers when an invoice is fully paid.
Invoice Sent — Triggers when an invoice is sent. Sending it again triggers again.

Show 16 more triggers

Invoice Updated — Triggers when an invoice is edited.
New Bill — Triggers when a bill is created.
New Credit Note — Triggers when a credit note is created.
New Customer — Triggers when a new customer is created.
New Estimate — Triggers when a new estimate is created.
New Expense — Triggers when a new expense is created.
New Income — Triggers when new income is recorded.
New Invoice — Triggers when a new invoice is created.
New Item — Triggers when a new item is created.
New Vendor — Triggers when a vendor is created.
Payment Made — Triggers when a payment is made to a vendor.
Payment Received — Triggers when a payment is received, including part payments, advances and overpayments.
Proposal Accepted — Triggers when a client accepts a proposal.
Proposal Declined — Triggers when a client declines a proposal.
Proposal Sent — Triggers when a proposal is sent. Sending it again triggers again.
Proposal Viewed — Triggers the first time a client views a proposal.

Actions (10)

Things Salesflare can make it do

Create Bill — Creates a bill. Where accounting is on, it is recorded in your books when saved. Available on paid monthly and yearly plans.
Create Customer — Creates a customer.
Create Estimate — Creates a draft estimate for a customer. It is not sent.
Create Expense — Records an expense.
Create Income — Records income received outside of an invoice.

Show 5 more actions

Create Invoice — Creates a draft invoice for a customer. It is not sent.
Create Item — Creates an item.
Create Proposal — Creates a draft proposal for a customer. It is not sent.
Create Vendor — Creates a vendor. Available on paid monthly and yearly plans.
Update Customer — Updates a customer. Only the fields you fill in change. A customer email cannot be changed here. Available on paid monthly and yearly plans.

Searches (4)

Look up existing records

Find Customer — Finds customers by exact email, or by name, email or company.
Find Invoice — Finds an invoice by its exact number.
Find Item — Finds items by name or SKU.
Find Vendor — Finds vendors by exact email, or by name or email.

Invoice Crowd and Salesflare

How to connect Invoice Crowd