IRS Solutions and Salesflare
How to connect IRS Solutions
- Via Zapier — 3 operations available. Set it up ↗
What you can automate
- When new Client in IRS Solutions, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in IRS Solutions, create opportunity, then find or create contact in Salesflare.
About IRS Solutions
IRS Solutions is a tax resolution and IRS audit monitoring software for CPAs, enrolled agents, and tax attorneys.
IRS Solutions operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Client — Triggers when a new client is added in the system.
- New Invoice — Triggers when a new invoice is created in the system.
Actions (1)
Things Salesflare can make it do
- Create Client — Creates a new client record in the system.
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