Silverfin and Salesflare
How to connect Silverfin
- Via Zapier — 30 operations available. Set it up ↗
What you can automate
- When new Account in Silverfin, find or create account in Salesflare.
- When new Company in Silverfin, find or create account in Salesflare.
- When new Account in Salesflare, create Company in Silverfin.
About Silverfin
Silverfin is a cloud platform that helps accountancy firms prepare and complete working papers, financial statements, corporation tax and management reports.
Silverfin operations on Zapier
Triggers (11)
Start a workflow when this happens
- New Account — Triggers when a new account is created.
- New Budget — Triggers when a new budget is created.
- New Company — Triggers when a new company is created.
- New Export File — Triggers when a new export file is created.
- New Export File Instance — Triggers when a new export file instance is created.
Show 6 more triggers
- New Export File Template — Triggers when a new export file template is created.
- New Period — Triggers when a new period is created.
- New Reconciliation — Triggers when a new reconciliation is created.
- New Remark — Triggers when a new remark is created.
- New Report — Triggers when a new report is created.
- New Workflow — Triggers when a new workflow is created.
Actions (5)
Things Salesflare can make it do
- Create Comment — Post a new comment to a specific remark.
- Create Company — Creates a new company in your environment.
- Create Export File Instance — Creates a new export file instance asynchronously.
- Create Remark — Creates a new remark in a period with optional file attachments.
- Create User — Adds a new user to the system.
Searches (14)
Look up existing records
- Get Accounts — Fetches a list of accounts for a specific company.
- Get Active Users — Fetches a list of all active users for a given firm.
- Get Budgets — Fetches a list of budgets for a specific company.
- Get Companies — Fetches a list of companies from the API.
- Get Export File Instance Content — Fetches the content of an export file instance.
Show 9 more searches
- Get Export File Instances — List all export file instances for a given firm, company, and period.
- Get Export File Templates — Lists all existing export file templates.
- Get Export Files — List all export files for a given firm, company, and period.
- Get Periods — Fetches a list of all periods for a given company.
- Get Reconciliations — Fetches a list of reconciliations for a specific company and period.
- Get Remarks — Fetches a list of remarks for a specific company and period.
- Get Reports — Fetches a list of reports for a specific company and period.
- Get Workflow Status — Fetches the status of a specific workflow.
- Get Workflows — Lists all workflows in a specific period.
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