Run my Accounts and Salesflare

How to connect Run my Accounts

When new Customers in Run my Accounts, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoices in Run my Accounts, create opportunity, then find or create contact in Salesflare.
When new Payments in Run my Accounts, create opportunity, then find or create contact in Salesflare.

Bookkeeping service for Swiss SME. Scan your documents and you are done.

Start a workflow when this happens

Things Salesflare can make it do

Create AP Invoice With Line Items — Creates an Accounts Receivable Invoice with Line Items
Create AP Payments With Line Items — Creates AP payments with multiple items
Create AR Invoice — A new accounts receivables invoice with one part and full customer information.
Create AR Invoice With Line Items — Create an AR Invoice with Line Items
Create AR Invoice With Multiple Parts — A new accounts receivables invoice with multiple parts and full customer information.

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Create AR Payment — Creates a payment for an AR position. Please never use to book an account that is connected to a live bank feed - double entries could create chaos...
Create AR Payments With Line Items — Creates AR Payments with multiple items
Create AR Transaction — New accounts receivable transaction with full customer information.
Create Customer — Create new customer.
Create GL Transaction — Creates a simple general ledger transaction, with one credit and one debit account.