InvoiceTools and Salesflare

How to connect InvoiceTools

When client Updated in InvoiceTools, find or create account, then find or create contact, then add contact to account in Salesflare.
When invoice Paid in InvoiceTools, create opportunity, then find or create contact in Salesflare.
When invoice Partially Paid in InvoiceTools, create opportunity, then find or create contact in Salesflare.
When new Client in InvoiceTools, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in InvoiceTools, create opportunity, then find or create contact in Salesflare.
When new Quote in InvoiceTools, create opportunity in Salesflare.

InvoiceTools is a free invoicing app for small businesses: invoices, quotes and receipts, with alerts when invoices are sent, viewed or paid.

Start a workflow when this happens

Client Updated — Triggers when the name, email, phone, address or notes of a client really change.
Invoice Due Soon — Triggers once per invoice, a chosen number of days before its due date, if it is still unpaid. Checked once a day at 02:45 UTC, using the due date as written (no time zone).
Invoice Overdue — Triggers when an invoice passes its due date unpaid.
Invoice Paid — Triggers when an invoice is paid in full.
Invoice Partially Paid — Triggers when a partial payment is recorded.

Show 12 more triggers

Invoice Reminder Sent — Triggers when InvoiceTools actually sends a payment reminder email for an invoice.
Invoice Sent — Triggers when an invoice is sent to a client.
Invoice Viewed — Triggers when a client opens an invoice.
New Client — Triggers when a new client is added to your InvoiceTools address book. It checks every few minutes.
New Invoice — Triggers when a new invoice is created in InvoiceTools, as a draft or sent. It checks every few minutes.
New Quote — Triggers when a new quote is created in InvoiceTools, as a draft or sent. It checks every few minutes.
Payment Received — Triggers when a payment is recorded or a card payment succeeds.
Quote Accepted — Triggers when a client accepts a quote.
Quote Declined — Triggers when a client declines a quote.
Quote Expired — Triggers once when a quote that was sent and never accepted or declined passes its Valid Until date. Checked once a day.
Quote Sent — Triggers when a quote is sent to a client.
Quote Viewed — Triggers when a client opens a quote.

Things Salesflare can make it do

Create Client — Adds a client to your InvoiceTools address book. A client with the same email is returned instead of duplicated.
Create Invoice — Creates a draft invoice for a client from line items. It opens in InvoiceTools ready to review and send.
Create Quote — Creates a draft quote for a client from line items. It opens in InvoiceTools ready to review and send.
Find or Create Client — Finds a client by email or name, or adds a new one when none matches.
Find or Create Invoice — Finds an invoice by number, or creates a new draft when none matches.

Show 7 more actions

Find or Create Quote — Finds a quote by number, or creates a new draft when none matches.
Record Payment — Records a payment received outside InvoiceTools against an invoice, such as a bank transfer, cash or a cheque. The balance and status update the same way they do in the dashboard.
Send Invoice — Emails an invoice to the client with a secure link to view it online. A draft becomes sent, and it shows in the email log like any other send.
Send Quote — Emails a quote to the client with a secure link to view it online. A draft becomes sent, and it shows in the email log like any other send.
Update Client — Changes details of an existing client. Only the fields you fill in are changed; empty fields are left as they are.
Update Draft Invoice — Changes a invoice that is still a draft. A invoice that has been sent or paid is refused with a clear message. Never sends an email.
Update Draft Quote — Changes a quote that is still a draft. A quote that has been sent is refused with a clear message. Never sends an email.

Look up existing records

Find Client — Finds a client in your address book by email or by name.
Find Invoice — Finds a invoice by its number, for example INV-1043.
Find Payment — Finds a recorded payment by its ID or by its reference, such as a bank transfer or cheque number.
Find Quote — Finds a quote by its number, for example QUO-0012.

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