What you can automate

When new Account in Skhokho, find or create account in Salesflare.

When new Client in Skhokho, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Contact in Skhokho, find or create contact in Salesflare.

When new Invoice in Skhokho, create opportunity, then find or create contact in Salesflare.

When new Quote in Skhokho, create opportunity in Salesflare.

When new Vendor in Skhokho, find or create account in Salesflare.

About Skhokho

Skhokho Business Management Software, HRMS, Sales and CRM, OKR, Accounting Software, Project Management Software, Meeting Software, Notes Software

Skhokho operations on Zapier

Start a workflow when this happens

Show 5 more triggers

New Invoice — Triggers when a new invoice is added on Skhokho.
New Product — Triggers when a new product has been added on the Skhokho website for the authenticated user.
New Project — Triggers when a new project has been added on the Skhokho website for the authenticated user.
New Quote — Triggers when a new quote is added on Skhokho.
New Vendor — Triggers when a new vendor is added on Skhokho.

Things Salesflare can make it do

Create Account — Create a new financial account on Skhokho with data provided.
Create Client — Create a new client profile on Skhokho with data provided.
Create Contact — Create a new contact profile on Skhokho with data provided.
Create Expense — Create a new expense on Skhokho with data provided.
Create Hustle — Creates a new hustle on Skhokho CRM App with data provided.

Show 7 more actions

Create Invoice — Create a new invoice on Skhokho with data provided.
Create Invoice Items — This action can be used to create line items for your invoice object. First you need to create a new invoice and obtain the uniqueId from the response. Then use the uniqueId to add line items to the that invoice.
Create Product — This action creates a Product/Service record on Skhokho.
Create Project — An action to create a project record on Skhokho.
Create Quote — Create a new quote record on Skhokho with data provided.
Create Quote Items — This action can be used to create line items for your quote object. First you need to create a new quote and obtain the uniqueId from the response. Then use the uniqueId to add line items to the quote.
Create Vendor — Create a new vendor on Skhokho with data provided.

Skhokho and Salesflare