Rillet and Salesflare

How to connect Rillet

When customer Updated in Rillet, find or create account, then find or create contact, then add contact to account in Salesflare.
When invoice Payment Updated in Rillet, find or create contact in Salesflare.
When invoice Updated in Rillet, find or create contact in Salesflare.
When new Customer in Rillet, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in Rillet, create opportunity, then find or create contact in Salesflare.
When new Vendor in Rillet, find or create account in Salesflare.

Rillet is an AI-native ERP app that delivers automation, speed, and scale for mid-market and enterprise finance teams.

Start a workflow when this happens

Contract Updated — Triggers when a contract is updated in Rillet.
Customer Updated — Triggers when a customer is updated in Rillet.
Invoice Payment Updated — Triggers when a payment is recorded or updated for an invoice in Rillet.
Invoice Updated — Triggers when an invoice is updated in Rillet.
New Bill — Triggers when a new bill is created in Rillet.

Show 6 more triggers

Things Salesflare can make it do

Create Bill — Creates a new bill in Rillet.
Create Contract — Creates a contract in Rillet (API v3). Optional usage configuration only if your org has Usage v2 enabled in Rillet.
Create Customer — Creates a new customer in Rillet.
Create Invoice — Creates an invoice in Rillet (scope FULL — Rillet assigns the invoice number).
Create Invoice Payment — Records a payment against an invoice in Rillet.

Show 7 more actions

Create Journal Entry — Creates a new journal entry in Rillet.
Create Product — Creates a new product in Rillet.
Create Vendor — Creates a new vendor in Rillet.
Record Usage — Records usage for a usage-based contract item in Rillet.
Update Contract — Updates an existing contract in Rillet (API v3; sends scope FULL).
Update Customer — Updates an existing customer in Rillet.
Update Invoice — Replaces invoice details in Rillet (API v3 scope FULL). Sends customer, bank account, invoice date, line items, and optional status/due date.

Look up existing records

Start a workflow when this happens

Watch events — Triggers when a record is created or updated in Rillet, or the payment status of an invoice or credit memo changes.

Things Salesflare can make it do

Create a bill — Creates an accounts-payable bill for a vendor.
Create a contract — Creates a contract that Rillet invoices, with recurring, one-time or usage prices.
Create a customer — Creates a new customer in the Accounts Receivable catalog.
Create a journal entry — Creates a balanced manual journal entry in the general ledger.
Create a vendor — Creates a vendor that bills, vendor credits and payments can refer to.

Show 14 more actions

Create an invoice — Creates an invoice, either issued from Rillet or recorded from another billing system.
Delete a bill — Permanently deletes a bill. This action cannot be undone.
Delete a contract — Permanently deletes a contract and the invoices it created. This action cannot be undone.
Delete a customer — Permanently deletes a customer. This action cannot be undone.
Delete a journal entry — Permanently deletes a manual journal entry. This action cannot be undone.
Delete a vendor — Permanently deletes a vendor. This action cannot be undone.
Delete an invoice — Permanently deletes an invoice. This action cannot be undone.
Get a bill — Retrieves a bill including its items, status and approval state.
Get a contract — Retrieves a contract including its items, invoicing settings and invoices.
Get a customer — Retrieves a customer including billing profile details.
Get a journal entry — Retrieves a journal entry including its lines.
Get a vendor — Retrieves a vendor including its address, payment terms and default account.
Get an invoice — Retrieves an invoice including its line items and amounts.
Make an API call — Performs an arbitrary authorized API call.

Look up existing records

Search customers — Searches customers by name, external reference or update date.
Search invoices — Searches invoices by customer, subsidiary, status, external reference or update date.