What you can automate

When contact Created in QuoteMachine, find or create contact in Salesflare.

When contact Updated in QuoteMachine, find or create contact in Salesflare.

When invoice Created in QuoteMachine, create opportunity, then find or create contact in Salesflare.

When invoice Payment Transaction Updated in QuoteMachine, create opportunity, then find or create contact in Salesflare.

When order Created in QuoteMachine, create opportunity, then find or create contact in Salesflare.

When order Payment Transaction Updated in QuoteMachine, create opportunity, then find or create contact in Salesflare.

About QuoteMachine

QuoteMachine is online quotes and invoices that help you sell and get paid.

QuoteMachine operations on Zapier

Start a workflow when this happens

Contact Created — Triggers when an contact is created.
Contact Deleted — Triggers when an contact is deleted.
Contact Updated — Triggers when an contact is updated.
Invoice Created — Triggers when an invoice is created (sent or mark as done).
Invoice Payment Transaction Updated — Triggers when an invoice is updated (received and then captured or declined).

Show 5 more triggers

Order Created — Triggers when an order is marked as done.
Order Payment Transaction Updated — Triggers when an order deposit is updated (received and then captured or declined).
Proposed Quote — Triggers when a quote is proposed to a customer.
Quote Payment Transaction Updated — Triggers when a quote deposit is updated (received and then captured or declined).
Won Quote — Triggers when a quote is won.

Things Salesflare can make it do

Look up existing records

QuoteMachine and Salesflare