Proper Payments and Salesflare

How to connect Proper Payments

When credit Note Created in Proper Payments, create internal note in Salesflare.
When customer Created or Updated in Proper Payments, find or create account, then find or create contact, then add contact to account in Salesflare.
When invoice Created or Finalised in Proper Payments, create opportunity, then find or create contact in Salesflare.
When invoice Payment Status Changed in Proper Payments, create opportunity, then find or create contact in Salesflare.

Proper Payments is a flexible billing platform that automates invoicing, subscription billing, and reconciliation—no more spreadsheets.

Start a workflow when this happens

Credit Note Created — Triggers when a credit note is created.
Customer Created or Updated — Triggers when a customer is created or updated.
Customer Overdue — Triggers when any invoice for a customer becomes overdue.
Invoice Created or Finalised — Triggers when an invoice is created or finalised.
Invoice Payment Status Changed — Triggers when an invoice is paid or becomes overdue.

Things Salesflare can make it do

Add Line Item to Invoice — Adds a new line item to an existing invoice. This can only be done before the invoice has been issued.
Create Agreement — Creates a new agreement.
Create Customer — Creates a new customer.
Create Invoice — Creates a new invoice.
Create Product — Create a new product.

Show 9 more actions

Create Subscription — Create a recurring subscription that automatically bills your customers based on your setup.
Find or Create Agreement — Search for an agreement by name, or create one if it doesn't exist.
Find or Create Customer — Search for a customer by name, or create one if they don't exist.
Register Meter Event — Register usage for a metered subscription.
Schedule Subscription Changes — Schedule changes to take effect on a future date for a subscription.
Update Agreement — Updates an existing agreement.
Update Customer — Updates an existing customer.
Update Invoice — Updates an existing invoice.
Update Subscription — Updates an existing subscription.

Look up existing records

Find Agreement — Find agreement by customer ID and/or currency.
Find Customer — Search for an existing customer.
Find Invoice — Find invoice by customer, agreement, currency, status, or invoice number.
Find Subscriptions — Find subscriptions by customer, agreement, product, or billing scheme. Limited to 10.

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