Zahara and Salesflare

How to connect Zahara

When new Approval Comment in Zahara, create internal note in Salesflare.
When new Invoice in Zahara, create opportunity, then find or create contact in Salesflare.
When new Invoice Set as Exported in Zahara, create opportunity, then find or create contact in Salesflare.
When new Purchase Order in Zahara, create opportunity, then find or create contact in Salesflare.
When new Purchase Order Sent to Supplier in Zahara, create opportunity, then find or create contact in Salesflare.
When new Purchase Requsition in Zahara, create opportunity, then find or create contact in Salesflare.

Zahara is a complete purchase management platform enabling paperless approvals for supplier invoices and purchase requisition.

Start a workflow when this happens

New Approval Comment — Triggers when a new approval comment is added at a step.
New Cost Code — Triggers when a new cost code is created.
New Document Approved — Triggers when a new document is approved.
New Invoice — Triggers when a new invoice is created.
New Invoice PDF Created — Triggers when a PDF is added to invoice.

Show 9 more triggers

New Invoice Set as Exported — Triggers when a new invoice is set as exported.
New Nominal Code — Triggers when a new nominal code is created.
New Project — Triggers when a new project is created.
New Purchase Order — Triggers when a new purchase order is created.
New Purchase Order Sent to Supplier — Triggers when a new purchase order is sent to supplier.
New Purchase Requsition — Triggers when a new purchase requsition is created.
New Supplier — Triggers when a new supplier is created.
New Tax Code — Triggers when a new tax code is created.
Supplier Amended — Triggers when an existing supplier is updated.

Things Salesflare can make it do

Create Draft Invoice — Creates a new draft invoice.
Create Invoice — Creates a new invoice.
Create Purchase Order — Creates a new purchase order.
Create or Update Supplier — Updates an existing supplier or creates the supplier if it doesn't exist