Qoyod and Salesflare

How to connect Qoyod

What you can automate

  • When new Credit Note in Qoyod, create internal note in Salesflare.
  • When new Customer in Qoyod, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Debit Note in Qoyod, create internal note in Salesflare.
  • When new Invoice in Qoyod, create opportunity, then find or create contact in Salesflare.
  • When new Purchase Order in Qoyod, create opportunity, then find or create contact in Salesflare.
  • When new Task in Qoyod, create task in Salesflare.

About Qoyod

Qoyod is a platform that helps businesses manage accounting, invoicing, inventory, projects, and POS with real-time insights and automation.

Qoyod operations on Zapier

Triggers (14)

Start a workflow when this happens

  • New Bill — Triggers when a bill is created
  • New Credit Note — Triggered when a new credit note is created
  • New Customer — Triggers when a new customer is created
  • New Debit Note — Trigger when a new debit note is created
  • New Invoice — triggers when a new invoice is created
Show 9 more triggers
  • New Manual Journal Entry — Triggers when a Manual Journal Entry is created
  • New Product — New Product is created
  • New Project — Triggers when a new project is created
  • New Purchase Order — Triggers when a new Purchase Order is created
  • New Quotation — Triggers when a new quotation is created
  • New Receipt — Triggers when a receipt is created
  • New Stock Change — Lists all recently changed products
  • New Task — Triggers when a new task is created
  • New Vendor — Triggers when a new vendor is created

Actions (18)

Things Salesflare can make it do

  • Create Bill — Creates a purchase bill
  • Create Bill With a Receipt — Creates a paid of partially paid bill
  • Create Credit Note — creates a credit note
  • Create Customer — This action creates a customer
  • Create Debit Note — Creates a debit note
Show 13 more actions
  • Create Invoice — Creates an Invoice
  • Create Invoice With a Receipt — Creates a paid of partially paid invoice
  • Create Manual Journal Entry — Create a Manual Journal Entry
  • Create Product — Creates a product
  • Create Project — Action that creates a project
  • Create Purchase Order — Creates a purchase order
  • Create Quotation — Creates a Quotation
  • Create Receipt — This action creates a receipt
  • Create Task — An action that Creates a Task
  • Create Vendor — This action creates a vendor
  • Find or Create Product — Finds a product by searching for product ID or product SKU
  • Find or Create a Customer — Find a customer to include in an Invoice or Quotation
  • Find or Create a Vendor — Find a vendor to include in a Bill or Purchase Order

Searches (3)

Look up existing records

  • Find Customer — Find a customer to include in an Invoice or Quotation
  • Find Product by ID or SKU — Finds a product by searching for product ID or product SKU
  • Find Vendor — Find a vendor to include in a Bill or Purchase Order

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