The Bookie and Salesflare
How to connect The Bookie
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When contact Created / Updated in The Bookie, find or create contact in Salesflare.
- When sales Invoice Created in The Bookie, create opportunity, then find or create contact in Salesflare.
- When sales Invoice Paid in The Bookie, create opportunity, then find or create contact in Salesflare.
About The Bookie
The Bookie is a full service accounting tool. Manage your company's finances online and let our accountants handle everything with the tax authorities.
The Bookie operations on Zapier
Triggers (3)
Start a workflow when this happens
- Contact Created / Updated — Triggers when a contact was created/updated in your address book.
- Sales Invoice Created — Triggers when new Invoice is created.
- Sales Invoice Paid — Triggers when invoice state is changed to paid.
Actions (5)
Things Salesflare can make it do
- Create Contact — Create a Contact in Address Book
- Find or Create Contact — Search Contacts from Address Book
- Inbox Attachment — Uploads a file. Only works on zapier-platform-core v10+.
- Purchase Invoice Create — Creates an incoming invoice
- Sales Invoice Create — Create a Sales Invoice
Searches (1)
Look up existing records
- Search Contacts — Search Contacts from Address Book
Similar apps
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