Qonto and Salesflare

Payment Processing qonto.eu ↗

How to connect Qonto

Via Zapier — 12 operations available. Set it up ↗
Via Make — 29 modules available. Set it up ↗

What you can automate

When new Bank Account in Qonto, find or create account in Salesflare.
When new Transaction (Legacy) in Qonto, create opportunity, then find or create contact in Salesflare.
When new Transaction in Qonto, create opportunity, then find or create contact in Salesflare.
When updated Transaction in Qonto, create opportunity, then find or create contact in Salesflare.
When transaction Updated Attachments in Qonto, create opportunity, then find or create contact in Salesflare.
When transaction Updated Labels in Qonto, create opportunity, then find or create contact in Salesflare.

About Qonto

Qonto is bank built to make finances easier for businesses.

Qonto operations on Zapier

Triggers (9)

Start a workflow when this happens

Bank Account Balance Change — Triggers when the balance of a bank account changes.
New Bank Account — Triggers when a new bank account is detected.
New Transaction — Triggers when a new transaction is detected.
New Transaction (Legacy) — Triggers when a new transaction is detected.
New Transfer — Triggers when a new transfer is detected.

Show 4 more triggers

Transaction Updated Attachments — Triggers when the attachments of a transaction gets updated.
Transaction Updated Labels — Triggers when the labels of a transaction gets updated.
Transaction Updated VAT — Triggers when the VAT of a transaction gets updated.
Updated Transaction — Triggers when a transaction is updated.

Actions (3)

Things Salesflare can make it do

Add Attachment — Adds a new attachment to a transaction
Create External Transfer — Transfers to a given beneficiary Iban
Create Internal Transfer — Transfers between accounts of the same organization

Qonto operations on Make

Triggers (2)

Start a workflow when this happens

Watch New Transactions — Watches new transactions.
Watch Updated Transactions — Watches updates of transactions.

Actions (18)

Things Salesflare can make it do

Create a Client — Create a client that constitutes the addressee of client invoices for a particular organization. See further details below.
Create a Client Invoice — Create a single client invoice for a particular organization. See further details below.
Create a Membership — Creates a new membership and invite it to the authenticated organization.
Create a SEPA Transfer to Trusted Beneficiaries — Creates a new SEPA transfer for a beneficiary.
Create a Team — Creates a new team to the authenticated organization.

Show 13 more actions

Create an Internal Transfer — Transfers between accounts of the same organization.
Get Current Organization — Reads the current organization.
Get Membership — Retrieves the details of the authenticated Membership.
Get a Client — Get information about client(s) that constitute(s) the addressee of client invoices for a particular organization based on a search on attributes.
Get a Credit Note — Gets details of credit note for an organization.\n
Get a Label — Retrieves a single label within the organization.
Get a SEPA Transfer — Retrieves a specific SEPA transfer by ID.
Get a Transaction — Retrieves a single transaction within a particular bank account, given it's ID.
Get an Attachment — Gets an attachment by its ID.
Make an API Call — Performs an arbitrary authorized API call.
Upload an Attachment — Uploads a single attachment (JPEG, PNG or PDF).\n\nThis operation will enable you to link the uploaded attachement to an external transfer.\n\nIn the Qonto app, attachments are files uploaded onto transactions by users. Attachments typically correspond to the invoice or receipt, and are used to justify the transactions from a bookkeeping standpoint.
Upload an attachment to a transaction — Adds a new attachment to a transaction.
Verify a SEPA Payee — Verifies payee information by matching IBAN and beneficiary name for internal and external accounts. Returns a match result indicating whether the provided information matches the account holder’s details. In the case of close matches, the matched name is returned.

Searches (9)

Look up existing records

List Credit Notes — Gets a list of credit notes for an organization.
List Labels — Retrieves a list of all labels within the organization.
List Memberships — List all memberships within the organization.
List Teams — Lists teams in an organization.
Search Client Invoices — Retrieve all client invoices within a particular Organization.\nThe response contains the list of the client invoices and all the related data and attachments.

Show 4 more searches

Search Clients — Get information about client(s) that constitute(s) the addressee of client invoices for a particular organization based on a search on attributes.
Search SEPA Beneficiaries — Return the list of SEPA beneficiaries for the authenticated organization.
Search SEPA Transfers — Retrieves a list of all SEPA transfers.
Search Supplier Invoices — Retrieves the list of supplier invoices for the authenticated organization. You can filter and sort this list by using query parameters.