Uku and Salesflare
How to connect Uku
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Client in Uku, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Contact in Uku, find or create contact in Salesflare.
About Uku
Uku is an accounting practice management software that helps accounting firms organize, hit deadlines, save time, and keep clients happy
Uku operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Client — Triggers when a new client is saved in Uku.
- New Contact — Triggers when a new contact is saved in Uku.
Actions (5)
Things Salesflare can make it do
- Create Client — Creates a new client in Uku
- Create Contact — Creates contact under the client
- Find or Create a Client — Finds a Client from Uku
- Find or Create a Contact — Finds a Contact from Uku
- Update Contact — Updates an existing Contact from Uku
Searches (2)
Look up existing records
- Find Client — Finds a Client from Uku
- Find Contact — Finds a Contact from Uku
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