Zenvoices and Salesflare

How to connect Zenvoices

When financial Transaction Authorization Updated in Zenvoices, create opportunity, then find or create contact in Salesflare.
When new Financial Transaction in Zenvoices, create opportunity, then find or create contact in Salesflare.
When new Account in Salesflare, create Account in Zenvoices.

Zenvoices is an application for tracking, processing, and documenting finance-related administrative tasks.

Start a workflow when this happens

Financial Transaction Authorization Updated — Triggers when a financial transaction is approved or rejected (authorization status changes) in Zenvoices.
Financial Transaction Exported — Triggers when a financial transaction is exported to the bookkeeping system in Zenvoices.
Master Data Synchronized — Triggers when a master data synchronization finishes in Zenvoices.
New Financial Transaction — Triggers when a new financial transaction is created in Zenvoices.

Things Salesflare can make it do

Approve Financial Transaction — Approves one or more financial transactions in Zenvoices.
Create Account — Creates a supplier or customer account in a Zenvoices administration.
Process Invoice (AIR) — Sends a document to Zenvoices AI invoice recognition (AIR) and returns the extracted fields and line items.
Reject Financial Transaction — Rejects one or more financial transactions in Zenvoices.
Update Financial Transaction Export Status — Updates the export status of a financial transaction (e.g. after exporting it to your accounting system).

Show 1 more actions

Upload Inbox Document — Uploads a document to a Zenvoices administration inbox.

Look up existing records

Find Accounts — Finds accounts (suppliers/customers) in a Zenvoices administration, optionally filtered by tag.
Find Financial Transactions — Finds financial transactions (booked invoices/entries) in Zenvoices, filtered by administration, account, date range and status.
Find Inbox Documents — Finds inbox documents (uploaded/received documents awaiting recognition) in Zenvoices.
Find Ledger Accounts — Finds ledger accounts (chart of accounts) in a Zenvoices administration.
Find Products — Finds products (master-data items) in a Zenvoices administration.

Show 4 more searches

Get AIR Result — Gets the AI invoice-recognition (AIR) result for a processing operation, with header fields flattened and line items surfaced.
Get Account — Gets one account (supplier/customer) by its code within an administration.
Get Financial Transaction — Gets one financial transaction by its ID, including its lines and attachments.
Get Inbox Document — Gets one inbox document by ID, including its attachments as downloadable files.