Qoyod and Salesflare
How to connect Qoyod
- Via Zapier — 35 operations available. Set it up ↗
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
Similar apps
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