Jortt and Salesflare

How to connect Jortt

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

Jortt offers entrepreneurs an online accounting program with a unique accounting method that allows them to easily manage their bookkeeping.

Start a workflow when this happens

Things Salesflare can make it do

Archive Customer — Sets the archived status for a customer. Archived customers act as deleted but can be unarchived later.
Copy Invoice — Creates an unsent copy of a sent invoice.
Create Credit Invoice — Creates (and optionally sends) a credit invoice for an existing invoice.
Create Customer — Creates a customer in the system.
Create Invoice — Creates an invoice in the system.

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Create Loonjournaalpost — Creates a loonjournaalpost (payroll journal entry) in the system.
Delete Invoice — Deletes a draft invoice by ID.
Find or Create Customer — Finds a customer in the system.
Find or Create Invoice — Finds an invoice in the system.
Send Direct Debit Authorization to Customer — Sends a direct debit authorization to a customer in the system.
Send Invoice — Sends an invoice by email, Peppol, or self.
Set Invoice Labels — Sets the labels for an invoice.
Update Customer — Updates an existing customer in the system.
Update Invoice — Edits an invoice. Only draft invoices can be edited. Unspecified fields may be nulled.

Look up existing records

Download Invoice PDF — Downloads the PDF for a sent invoice.
Find Customer — Finds a customer in the system.
Find Customer Financials — Returns a customer's financial details: total revenue, total due, and total late invoices.
Find Customer VAT Percentages — Returns VAT percentages valid on today's date for a customer.
Find Invoice — Finds an invoice in the system.

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Get My Organization — Gets the organization linked to the connection.
Get Next Invoice Number — Returns the next possible invoice number for an invoice.