NuMetric and Salesflare

Accounting numetric.work ↗

How to connect NuMetric

Via Zapier — 24 operations available. Set it up ↗

What you can automate

When new Account in NuMetric, find or create account in Salesflare.
When new Business in NuMetric, find or create account in Salesflare.
When new Customer in NuMetric, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Estimate in NuMetric, create opportunity in Salesflare.
When new Invoice in NuMetric, create opportunity, then find or create contact in Salesflare.
When new Purchase Order in NuMetric, create opportunity, then find or create contact in Salesflare.

About NuMetric

NuMetric is a one stop accounting platform for your business

NuMetric operations on Zapier

Triggers (12)

Start a workflow when this happens

New Account — Triggers when a new account is created.
New Bill — Triggers when a new bill is created.
New Business — Triggers when a new business is created.
New Customer — Triggers when a new customer is created.
New Estimate — Triggers when a new estimate is created.

Show 7 more triggers

New Invoice — Triggers when a new invoice is created.
New Product — Triggers when a new product is created.
New Purchase Order — Triggers when a new purchase order is created.
New Receipt — Triggers when a new receipt is created.
New Transaction — Triggers when a new transaction occurs.
New Vendor — Triggers when a new vendor is added.
Payment Reminder — Triggers when an invoice's due date matches with today's date.

Actions (12)

Things Salesflare can make it do

Create Account — Creates a new account in charts of account
Create Bill — For create a Bill
Create Cash Invoice — Create a new cash invoice for a customer.
Create Credit Note — Create Credit Note Only Available For Global Accounts
Create Customer — Creates a Customer

Show 7 more actions

Create Debit Note — Create Debit Note Available Only For Global Accounts.
Create Estimate — Creates a Estimate
Create Invoice — Creates a new invoice for the business
Create Purchase Order — Create a Purchase Order
Create Tax — For creating a tax
Create Vendor — Creates a vendor
Update Customer — Updates an Existing Customer

Similar apps

QuickBooks Online

Online accounting platform.

Popular Zapier Make

Online accounting app.

Invoices, credit card payments, accounting & payroll.

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all fin…

Lexware Office is a cloud app for german accounting. Writing offers or invoices, paying your bil…

Small business accounting software.

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free