Kwixéo and Salesflare

How to connect Kwixéo

What you can automate

  • When new Opportunity in Salesflare, create Opportunity in Kwixéo.
  • When new Task in Salesflare, create Task in Kwixéo.

About Kwixéo

Kwixéo is a business management platform for customers, sales documents, files, tasks, and team workflows.

Kwixéo operations on Zapier

Triggers (1)

Start a workflow when this happens

  • New Webhook Event — Triggers when one of the selected webhook events is sent.

Actions (14)

Things Salesflare can make it do

  • Create Customer — Creates a customer.
  • Create Delivery Note — Creates a delivery note.
  • Create Invoice — Creates an invoice.
  • Create Opportunity — Creates an opportunity.
  • Create Product — Creates a product.
Show 9 more actions
  • Create Prospect — Creates a prospect.
  • Create Quote — Creates a quote.
  • Create Sales Order — Creates a sales order.
  • Create Service — Creates a service.
  • Create Task — Creates a task.
  • Find or Create Customer — Finds an existing customer or creates a new one.
  • Find or Create Product — Finds an existing product or creates a new one.
  • Find or Create Service — Finds an existing service or creates a new one.
  • Run Kwixeo API Operation — Call any operation from the OpenAPI specification.

Searches (6)

Look up existing records

  • Find Customer — Finds a customer.
  • Find Customer Type — Finds a customer type.
  • Find Product — Finds a product.
  • Find Service — Finds a service.
  • Find User — Finds a team user.
Show 1 more searches
  • Find/List Kwixeo API Result — Call a read, list, search, or download operation from the OpenAPI specification.

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