Keito and Salesflare

How to connect Keito

When new Client in Keito, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Contact in Keito, find or create contact in Salesflare.
When new Invoice in Keito, create opportunity, then find or create contact in Salesflare.
When updated Invoice in Keito, find or create contact in Salesflare.
When new Opportunity in Salesflare, create Estimate in Keito.
When new Task in Salesflare, create Project Task in Keito.

Keito is a time tracking, invoicing, and project management app for teams. Create and send invoices, log time, manage clients, and track expenses.

Start a workflow when this happens

Show 2 more triggers

New Time Entry — Triggers when a new time entry is logged in Keito.
Updated Invoice — Triggers when an invoice is edited or its state changes in Keito.

Things Salesflare can make it do

Add Task to Project — Assigns an existing workspace task to a project in Keito, with optional budget, hourly rate, and billable settings.
Create Client — Creates a client in Keito with billing defaults.
Create Contact — Creates a contact for a Keito client.
Create Estimate — Creates a draft estimate with line items in Keito.
Create Expense — Creates an expense against a project in Keito.

Show 10 more actions

Create Invoice — Creates a draft invoice with optional line items in Keito.
Create Project — Creates a client project with tasks, billing, and budget settings in Keito.
Create Project Task — Creates a task on a project in Keito and makes it active on that project.
Create Time Entry — Logs a completed time entry against a project task in Keito.
Find or Create Client — Finds a client by name, optionally creating one if not found.
Find or Create Contact — Finds a contact by email, optionally creating one if not found.
Find or Create Invoice — Finds an invoice by its number, optionally creating a draft invoice if not found.
Find or Create Project — Finds a project by name, optionally creating one if not found.
Send Invoice Email — Sends, reminds, or thanks invoice recipients by email from Keito.
Set Task Budget — Sets the budget, and optionally the hourly rate and billable flag, for a task that is active on a project in Keito.

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