Ponto and Salesflare
How to connect Ponto
- Via Zapier — 3 operations available. Set it up ↗
What you can automate
- When new Transaction in Ponto, create opportunity, then find or create contact in Salesflare.
About Ponto
Ponto lets companies automate their finances by offering an API on top of 150+ European banks. Ponto is an Isabel Group product licensed in Belgium.
Ponto operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Balance — Triggers when a new balance is detected for an account.
- New Transaction — Triggers when an account has a new transaction.
Actions (1)
Things Salesflare can make it do
- Create Payment — Creates a new payment from your account which can be signed in the Ponto Dashboard.
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