tuGerente and Salesflare
How to connect tuGerente
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When new Customer in tuGerente, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Purchase in tuGerente, create opportunity, then find or create contact in Salesflare.
- When new Sale in tuGerente, create opportunity, then find or create contact in Salesflare.
- When new Pending Sale in tuGerente, create opportunity, then find or create contact in Salesflare.
About tuGerente
tuGerente is an administrative, financial, and accounting software whose purpose is to make our customers' lives easier
tuGerente operations on Zapier
Triggers (6)
Start a workflow when this happens
- New Customer — Triggers when a new customer is created.
- New Pending Sale — Triggers when a new pending sale is created.
- New Product — Triggers when a new product or service is created.
- New Provider — Triggers when a new provider is created.
- New Purchase — Triggers when a new purchase is created.
Show 1 more triggers
- New Sale — Triggers when a new sale is created.
Actions (6)
Things Salesflare can make it do
- Create Customer — Creates a Customer
- Create Sale — Creates a Sale.
- Find Invoice — Finds an invoice based on a Sale id
- Stock Transfer — Transfers stock from one warehouse to another
- Update Sale — Updates a pending sale.
Show 1 more actions
- Update Sale State — Updates de current state of a Sale.
Searches (1)
Look up existing records
- Find Sale — Retrieves a Sale based on its unique identifier.
Similar apps
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free