Vereaze and Salesflare

How to connect Vereaze

What you can automate

  • When invoice Paid in Vereaze, create opportunity, then find or create contact in Salesflare.
  • When new Task in Vereaze, create task in Salesflare.
  • When new Task in Salesflare, create Task in Vereaze.

About Vereaze

Vereaze is a Project Management, Client Management, and Invoicing tool used to organize tasks, maintain amazing Client relationships, and easily send invoices.

Vereaze operations on Zapier

Triggers (3)

Start a workflow when this happens

  • Invoice Paid — Triggers when a payment is received on an invoice.
  • New Task — Triggers when a new task is created.
  • Task Status Update — Triggers when a task status has changed.

Actions (1)

Things Salesflare can make it do

  • Create Task — Creates a task in the system.

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