Meftah and Salesflare

Accounting meftah.app ↗

How to connect Meftah

Via Zapier — 14 operations available. Set it up ↗

What you can automate

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

About Meftah

Meftah is an invoice management tool for small businesses to create and manage invoices, track payments, integrate with other systems, and optimize cash flow.

Meftah operations on Zapier

Triggers (2)

Start a workflow when this happens

New Customer — Triggers when a new customer is created.
New Invoice — Triggers when a new invoice is created.

Actions (8)

Things Salesflare can make it do

Create Customer — Creates a customer.
Create Invoice — Creates an invoice.
Create Product or Service — Creates a product or service.
Find or Create Customer — Finds a customer, or creates one if it doesn't exist.
Find or Create Product or Service — Finds a product or service, or creates one if it doesn't exist.

Show 3 more actions

Send Invoice to Customer — Sends an invoice to the customer's email address. Updates the last-sent date and transitions the invoice status from Draft to Pending.
Send Invoice to ZATCA — Submits an invoice to ZATCA (Saudi Tax Authority). Once submitted the invoice is locked — use a credit/debit note to reverse or adjust it.
Update Invoice — Partially updates an existing invoice. Only supplied fields are changed; omitted fields keep their current values. Content edits (amounts, items, dates) require Draft status.

Searches (4)

Look up existing records

Find Customer — Finds a customer by name.
Find Invoice — Finds invoices by invoice number or keyword. Leave filter blank to list all invoices.
Find Product or Service — Finds a product or service by name.
Find Tax — Finds a tax by name. Leave filter blank to list all taxes.