If your employees are going to be incurring expenses related to contacts, these can be connected right from the start, saving you the trouble of creating new tags for every new person: Set up this Zapier automation and we'll take care of it for you. It will trigger whenever a new relationship is created on SalesforceIQ, automatically sending the information to Abacus so a new tag can be added for each new contact under the appropriate expense field.
How It Works
- A new relationship is created in SalesforceIQ
- Zapier adds the contact as a tag to an expense field in Abacus
What You Need
- A SalesforceIQ account
- An Abacus account with administrator privileges
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Triggers when a relationship is created.
Invite a user to your Abacus account.
Adds an image to the Abacus receipt inbox
Creates a new Expense Field Tag.
(Expense Fields are managed on Abacus, and are a set of tags that can be applied to expenses for clients, projects, or events. This action adds a tag to a specific expense field.)
Record an event between Contacts. For example, the creation of a support ticket by a client.
Create a relationship in a specified list. For example, adding a candidate to a recruiting List.