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Kloud Connect and Salesflare

Accounting kloudconnect.com.au ↗

How to connect Kloud Connect

What you can automate

  • When new Client in Kloud Connect, find or create account, then find or create contact, then add contact to account in Salesflare.

About Kloud Connect

Kloud Connect is a practice management platform that streamlines workflows, centralizes client data, and improves efficiency for firms.

Kloud Connect operations on Zapier

Triggers (2)

Start a workflow when this happens

  • New Client — Triggers when a new client is created.
  • New Job — Triggers when a new job is created.

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