TaxMetall ERP and Salesflare
How to connect TaxMetall ERP
- Via Make — 15 modules available. Set it up ↗
TaxMetall ERP operations on Make
Actions (3)
Things Salesflare can make it do
- Create lead — This module is used to create a lead (prospect) within TaxMetall
- Create offer via item ID and customer no. — Generates an Offer in the database by automatically linking customer master data and specific item IDs
- Make an API call — Performs an arbitrary authorized API call
Searches (12)
Look up existing records
- Check availability — Determines the availability of a line item
- Execute TaxMetall statistics — Enables the execution of an existing statistic within TaxMetall
- Search customer — Search for a customer within the TaxMetall database
- Search delivery note — Search for a delivery note within the TaxMetall database
- Search dunning — Search for a dunning notice within the TaxMetall database
Show 7 more searches
- Search invoice — Search for an invoice within the TaxMetall database
- Search item — Search for an item within the TaxMetall database
- Search lead — Search for a lead (prospect) within the TaxMetall database
- Search offer — Search for an offer within the TaxMetall database
- Search order — Search for an order within the TaxMetall database
- Search purchase invoice — Search for a purchase invoice within the TaxMetall database
- Search supplier — Search for a supplier within the TaxMetall database
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