ScanPay and Salesflare

How to connect ScanPay

When new Customer in ScanPay, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in ScanPay, create opportunity, then find or create contact in Salesflare.

At ScanPay, we provide fin-tech solutions to accept digital payments, managing cash flow with instant payouts & banking.

Start a workflow when this happens

Things Salesflare can make it do

Create Customer — Creates a new customer.
Create Invoice - With Catalog Item — Creates and invoice using the catalog as a line item.
Create Invoice - Without Catalog Item — Creates an invoice without use of the Catelog Item
Create Refund — Creates a refund for a paid invoice.
Create or Update Catalog Item — Creates a catalog item.

Show 6 more actions

Create or Update Catalog Tax — Creates or Updates a Tax in the Catalog
Create or Update Service Charge — Creates or update service charge.
Create or Update a Catalog Category — Creates or update a catalog category.
Record Payment — Records a Payment in Scanpay.
Update Invoice - With Catalog Item — Updates an invoice in the system. Invoice can be updated only if invoice is not paid and no active transaction going on for the invoice. Member who created the invoice can only edit it.
Update Invoice - Without Catalog Item — Updates an invoice in the system. Invoice can be updated only if invoice is not paid and no active transaction going on for the invoice. Member who created the invoice can only edit it.

Look up existing records

Find Catalog Category — Finds a Catalog Category.
Find Catalog Item — Finds a catalog item.
Find Catalog Service Charge — Finds a Catalog Service Charge.
Find Catalog Tax — Finds a Tax in the Catalog.
Find Customers — Finds one or more customers using a search by name/phone#/email. Output as Line Items.

Show 3 more searches

Find Invoices — Finds one or more invoices using optional parameters. Output as Line Items
Find Members — Finds one or more team member using optional query parameters. Output as Line Items.
Find Payments — Finds one or more payments. Output as Line Items.