ZOEY by Tekton Billing and Salesflare

How to connect ZOEY by Tekton Billing

When updated Account in ZOEY by Tekton Billing, find or create account in Salesflare.
When updated Service Charge in ZOEY by Tekton Billing, create opportunity, then find or create contact in Salesflare.
When new Account in Salesflare, create Account in ZOEY by Tekton Billing.

ZOEY by Tekton Billing is a subscription and usage charge billing engine for telecoms and IT resellers.

Start a workflow when this happens

Services Due for Disconnection — Triggers when active services reach their contract end date and are due for cancellation
Updated Account — Triggers when an Account is recently added or updated.
Updated Cost Centre — Triggers when a Cost Centre is recently added or updated.
Updated Service (Most Recent 500) — Returns the most recent 500 Services added or updated in ZOEY.
Updated Service Charge — Triggers when a Service Charge is recently added or updated.

Show 1 more triggers

Updated Services (All in Last 2 Hours) — Returns all Services added or updated within the last 2 hours from the point at which the Zap runs.

Things Salesflare can make it do

Connect Service — Connect a new Service.
Create Account — Creates a new Account with a Primary Cost Centre.
Create Cost Centre — Creates a new Cost Centre for an existing Account.
Create Customer User Login — Creates a Customer User Login for the ZOEY Customer Portal.
Create Service Charge — Add a quantity of new charges to as service.

Show 9 more actions

Disconnect Service — Disconnect a Service
Find or Create Account — Returns an Account by using its Account Code
Find or Create Account by Name — Returns an Account using its Account Name.
Find or Create Account by Reference — Find an Account by using its Account Reference.
Find or Create Cost Centre — Returns a Cost Centre using its Cost Centre Code.
Find or Create a Service — Returns a Service using its Service Code.
Update Account — Updates an existing Account.
Update Cost Centre — Updates an existing Cost Centre
Update Service — Update an existing Service

Look up existing records

Find Account by Code — Returns an Account by using its Account Code
Find Account by Name — Returns an Account using its Account Name.
Find Account by Reference — Finds an Account by using its Account Reference.
Find Cost Centre by Code — Returns a Cost Centre using its Cost Centre Code.
Find Service by Code — Returns a Service using its Service Code.