Invoice Crowd and Salesflare
How to connect Invoice Crowd
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- 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.
- When new Invoice in Invoice Crowd, create opportunity, then find or create contact in Salesflare.
- When new Opportunity in Salesflare, create Estimate in Invoice Crowd.
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 (6)
Start a workflow when this happens
- New Customer — Triggers when new customer is created.
- New Estimate — Triggers when a new estimate is created.
- New Expense — Triggers when a new expense is created.
- New Invoice — Triggers when a new invoice is created.
- New Item — Triggers when a new item in Invoicecrowd is created.
Show 1 more triggers
- New Other Income — Triggers when a new Income is created.
Actions (6)
Things Salesflare can make it do
- Create Customer — Create new customer in invoicecrowd
- Create Estimate — Creates an estimate
- Create Expense — Creates a new expense
- Create Invoice — Creates an invoice
- Create Item — This action will be used to create new item
Show 1 more actions
- Create Other Income — Creates other income (i.e., income that doesn't require an invoice and receive through other means)
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