TOConline and Salesflare
How to connect TOConline
- Via Zapier — 34 operations available. Set it up ↗
What you can automate
- When new Client in TOConline, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Payment in TOConline, create opportunity, then find or create contact in Salesflare.
- When new Purchase Document in TOConline, create opportunity, then find or create contact in Salesflare.
- When new Sale Document in TOConline, create opportunity, then find or create contact in Salesflare.
- When new Supplier in TOConline, find or create account in Salesflare.
- When new Account in Salesflare, create Supplier in TOConline.
About TOConline
TOConline is an all-in-one platform for accounting, invoicing, and business management, connecting accountants and business owners in real time.
TOConline operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Payment — Triggers when a new payment is created.
- New Product — Triggers when a new product is created.
- New Purchase Document — Triggers when a new purchase document is created.
- New Sale Document — Triggers when a Documento de Venda is created.
Show 2 more triggers
- New Service — Triggers when a new service is created.
- New Supplier — Triggers when a new supplier exists.
Actions (18)
Things Salesflare can make it do
- Create Address — Create address in the system
- Create Client — Create Client in the system
- Create Payment — Create payment in the system
- Create Product — Create product in the system
- Create Purchase Document — Create Purchase Document
Show 13 more actions
- Create Receipt Document — Create receipt document
- Create Sale Document — Create sale document
- Create Service — Create service in the system
- Create Supplier — Create supplier in the system
- Remove Client — Remove client in the system
- Remove Supplier — Remove supplier in the system
- Send Sale/Receipt Document — Send sale/receipt document
- Update Address — Update address in the system
- Update Client — Update client in the system
- Update Product — Update product in the system
- Update Service — Update service in the system
- Update Supplier — Update supplier in the system
- Void Sales Receipt — Void sales receipt in the system
Searches (9)
Look up existing records
- Find Customer — Find customer in the system
- Find Document (PDF) — Find document (PDF)
- Find Document Series — Find document series
- Find Products — Find products in the system
- Find Purchase Document — Find purchase document
Show 4 more searches
- Find Sale Document — Find sale document in the system
- Find Sales Receipt — Find sales receipt document
- Find Services — Find services in the system
- Find Suppliers — Find suppliers in the system
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