Invoiced and Salesflare

Accounting invoiced.com ↗

How to connect Invoiced

Via Zapier — 28 operations available. Set it up ↗
Via Make — 42 modules available. Set it up ↗

What you can automate

When new Contact in Invoiced, find or create contact in Salesflare.
When new Credit Note in Invoiced, create internal note in Salesflare.
When new Customer in Invoiced, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Estimate in Invoiced, create opportunity in Salesflare.
When invoice Paid in Full in Invoiced, create opportunity, then find or create contact in Salesflare.
When new Invoice in Invoiced, create opportunity, then find or create contact in Salesflare.

About Invoiced

Invoiced is autopilot for accounts receivable.

Invoiced operations on Zapier

Triggers (11)

Start a workflow when this happens

Invoice Paid in Full — Triggers when an invoice is paid in full.
New Contact — Triggers when a new contact is created.
New Credit Note — Triggers when a new credit note is created.
New Customer — Triggers when a new customer is created.
New Estimate — Triggers when a new estimate is created.

Show 6 more triggers

New Invoice — Triggers when a new invoice is created.
New Note — Triggers when a new note is created.
New Payment — Triggers when a new payment is created.
New Subscription — Triggers when a new subscription is created.
New Task — Triggers when a new task is created.
Subscription Canceled — Triggers when a subscription is canceled.

Actions (13)

Things Salesflare can make it do

Create Contact — Creates a new contact.
Create Credit Balance Adjustment — Creates a new credit balance adjustment.
Create Credit Note — Creates a new credit note.
Create Customer — Creates a new customer.
Create Estimate — Creates a new estimate.

Show 8 more actions

Create Invoice — Creates a new invoice.
Create Note — Creates a new note.
Create Payment — Creates a new payment.
Create Pending Line Item — Creates a new pending line item.
Create Subscription — Creates a new subscription.
Create Task — Creates a new task.
Find or Create Customer — Find or Create Customer
Update Customer — Updates a customer.

Searches (4)

Look up existing records

Find Credit Note — Finds a credit note by ID or credit note number.
Find Estimate — Finds an estimate by ID or estimate number.
Find Invoice — Finds an invoice by ID or invoice number.
Find or Create Customer — Finds an existing customer, or creates one if it does not exist.

Invoiced operations on Make

Triggers (12)

Start a workflow when this happens

New Event — Triggers when a new event is appeared.
Watch Contact — Triggers when a new contact is created.
Watch Credit Note — Triggers when a credit note is created, updated, deleted, viewed or commented.
Watch Customer — Triggers when a customer is created, updated, deleted or merged.
Watch Estimate — Triggers when an estimate is created, updated, deleted, viewed, commented or approved.

Show 7 more triggers

Watch Invoice — Triggers when an invoice is created, updated, deleted, commented, viewed or paid.
Watch Line Item — Triggers when a line item is created, updated or deleted.
Watch Note — Triggers when a note is created, updated or deleted.
Watch Payment Plan — Triggers when a payment plan created, updated, deleted.
Watch Subscription — Triggers when a subscription is created, updated or deleted.
Watch Task — Triggers when a task is created, updated, deleted or completed.
Watch Transaction — Triggers when a transaction is created, updated or deleted.

Actions (26)

Things Salesflare can make it do

Create a Credit Note — Creates a credit note.
Create a Customer — Creates a customer.
Create a Pending Line Item. — Creates a line item.
Create a Subscription — Creates a subscription.
Create an Estimate — Creates an estimate.

Show 21 more actions

Create an Invoice — Creates an invoice.
Delete a Credit Note — Deletes a credit note.
Delete a Customer — Deletes a customer.
Delete a Pending Line Item — Deletes a line item.
Delete a Subscription — Deletes a subscription.
Delete an Estimate — Deletes an estimate.
Delete an Invoice — Deletes an invoice.
Get a Credit Note — Retrieves a credit note.
Get a Customer — Retrieves a customer.
Get a Pending Line Item — Retrieves a line item.
Get a Subscription — Retrieves a subscription.
Get an Estimate — Retrieves an estimate.
Get an Invoice — Retrieves an invoice.
Make an API Call — Performs an arbitrary authorized API call.
Update a Credit Note — Updates a credit note.
Update a Customer — Updates a customer.
Update a Pending Line Item — Updates a line item.
Update a Subscription — Updates a subscription.
Update an Estimate — Updates an estimate.
Update an Invoice — Updates an invoice.
Upload a File — Uploads a new file.

Searches (4)

Look up existing records

Search Credit Notes — Searches for credit notes.
Search Customers — Searches for customers.
Search Estimates — Searches for estimates.
Search Invoices — Searches for invoices.

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