Salesflare Salesflare Integrations

Yoobi and Salesflare

Productivity yoobi.com ↗

How to connect Yoobi

What you can automate

  • When changed Contacts in Yoobi, find or create contact in Salesflare.
  • When new Contact in Yoobi, find or create contact in Salesflare.
  • When new CRM Sale in Yoobi, create opportunity, then find or create contact in Salesflare.
  • When new Customer in Yoobi, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Invoice in Yoobi, create opportunity, then find or create contact in Salesflare.
  • When new Task in Salesflare, create CRM Task in Yoobi.

About Yoobi

Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.

Yoobi operations on Zapier

Triggers (11)

Start a workflow when this happens

  • Changed Contacts — Triggers when a Contact(s) record is recently changed
  • Changed Employees — Triggers when a Employee record is recently changed
  • Changed Relations — Triggers when a relation record has changed
  • New CRM Sale — Triggers when a new CRM sale record is created
  • New Contact — Triggers when a new contact is created.
Show 6 more triggers
  • New Customer — Triggers when a new customer is created.
  • New Department — Triggers when a new department is created.
  • New Employee — Triggers when a new employee is created.
  • New Invoice — Triggers when a new invoice is created. This trigger only triggers for invoices for the current year. So if triggered on 1 Feb 2023, the invoices of 2023 will be reviewed. Month is optional.
  • New Project — Triggers when a new project is created.
  • New Relation — Triggers when a New Relationship Record is created in Yoobi through selection atm. this is not good

Actions (17)

Things Salesflare can make it do

  • Create CRM Sale — Create a New CRM Sale record
  • Create CRM Task — Creates a CRM Task
  • Create Customer — Creates a new Customer.
  • Create Dossier File — Creates a dossier file in Yoobi
  • Create Employee — Creates an Employee
Show 12 more actions
  • Create Project — Creates a Project
  • Create Project Rate — Create a Project Rate
  • Create Registration (Timetracking) — Create a New Timetracking record in your Yoobi Timesheet (attn: overwrites current records)
  • Find Registration (Timetracking) — Find all registrations in Yoobi for a user
  • Find or Create Customer — Finds a Customer by (part of the) name or ID.
  • Find or Create a CRM Sale — Find a CRM Sale record
  • Find or Create a Project — Finds a Project
  • Generate Invoices — Generate Invoices for specific period
  • Get All Projects — Get a list op projects
  • Send Invoices — send generated invoices directly
  • Update Invoice Payment Status — Updates the status of an invoice
  • Update Project — Update Existing Project

Searches (12)

Look up existing records

  • Find CRM Sale — Find a CRM Sale record
  • Find Contact — Finds a Contact
  • Find Contact (By Email or Phone) — Finds a Contact by Email or Phone.
  • Find Customer (By Name or ID) — Finds a Customer by (part of the) name or ID.
  • Find Customer (Using CoC) — Find Customer (Using CoC)
Show 7 more searches
  • Find Customer (Using VAT) — Find Customer (using VAT number)
  • Find Customer or Contact (By Email) — Finds a customer or contact by email.
  • Find Employee — Creates an Employee
  • Find Invoice — Finds an Invoice
  • Find Order Information — Find Order Information in Yoobi. An Order in Yoobi consists of one or several projects or products and can be invoiced.
  • Find Project — Finds a Project
  • Get Dossier Document Types — Get all dossier document types from your Yoobi organisation.

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