• InvoiceBerry logoInvoiceBerry logo
  • Salesmate logoSalesmate logo

InvoiceBerry + Salesmate Integrations

How to connect InvoiceBerry + Salesmate

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  • InvoiceBerry triggers, actions, and search
    New Client
    Triggers when a new client is created.
    Trigger
    Instant
  • InvoiceBerry triggers, actions, and search
    New Credit Note
    Triggers when a new credit note is created.
    Trigger
    Instant
  • InvoiceBerry triggers, actions, and search
    New Expense
    Triggers when a new expense is created.
    Trigger
    Instant
  • InvoiceBerry triggers, actions, and search
    New Item
    Triggers when a new item is created.
    Trigger
    Instant
  • InvoiceBerry triggers, actions, and search
    New Quote
    Triggers when a new quote is created.
    Trigger
    Instant
  • InvoiceBerry triggers, actions, and search
    Create Client
    Creates a new client.
    Action
    Write
  • InvoiceBerry triggers, actions, and search
    Add Expense
    Adds a new expense.
    Action
    Write
  • InvoiceBerry triggers, actions, and search
    Create Invoice
    Adds a new Invoice.
    Action
    Write
  • InvoiceBerry

    Adds a new item.

    Scheduled

    Action

  • Salesmate

    Triggers when a new user created.

    Scheduled

    Trigger

  • Salesmate

    Triggers when a user is de-activated.

    Scheduled

    Trigger

  • Salesmate

    Triggers when a new activity is created.

    Instant

    Trigger

  • Salesmate

    Triggers when a new activity note is created.

    Scheduled

    Trigger

  • Salesmate

    Triggers when a new company is created.

    Instant

    Trigger

  • Salesmate

    Triggers when a new company note is created.

    Scheduled

    Trigger

  • Salesmate

    Triggers when a new contact is created.

    Instant

    Trigger

  • Salesmate

    Triggers when a new contact note is created.

    Scheduled

    Trigger

  • Salesmate

    Triggers when a new deal is created.

    Instant

    Trigger

  • Salesmate

    Triggers when a new deal note is created.

    Scheduled

    Trigger

  • Salesmate

    Triggers when a new activity update is found.

    Instant

    Trigger

  • Salesmate

    Triggers when a new company update is found.

    Instant

    Trigger

  • Salesmate

    Triggers when a new contact update is found.

    Instant

    Trigger

  • Salesmate

    Triggers when a new deal update is found.

    Instant

    Trigger

  • Salesmate

    Adds Note based on previous step.

    Scheduled

    Action

  • Salesmate

    Created new User, probably with input from previous step.

    Scheduled

    Action

  • Salesmate

    Creates a new Activity, probably with input from previous steps.

    Scheduled

    Action

  • Salesmate

    Creates a new Company, probably with input from previous steps.

    Scheduled

    Action

  • Salesmate

    Creates a new Contact, probably with input from previous steps.

    Scheduled

    Action

  • Salesmate

    Creates a new Deal, probably with input from previous steps.

    Scheduled

    Action

  • Salesmate

    Select a random user from active user

    Scheduled

    Action

  • Salesmate

    Update Activity, probably with input from previous steps.

    Scheduled

    Action

  • Salesmate

    Update Company, probably with input from previous steps.

    Scheduled

    Action

  • Salesmate

    Update Contact, probably with input from previous steps.

    Scheduled

    Action

  • Salesmate

    Update Deal, probably with input from previous steps.

    Scheduled

    Action

  • Salesmate

    Updates a note based on previous step.

    Scheduled

    Action

  • Salesmate

    Searches Total Rows in Activities

    Scheduled

    Action

  • Salesmate

    Searches Total Rows in Company

    Scheduled

    Action

  • Salesmate

    Searches Total Rows in Contacts

    Scheduled

    Action

  • Salesmate

    Searches Total Rows in Deal

    Scheduled

    Action

  • Salesmate

    Finds an activity based on different fields

    Scheduled

    Action

  • Salesmate

    Finds a company based on different fields

    Scheduled

    Action

  • Salesmate

    Finds a contact based on different fields

    Scheduled

    Action

  • Salesmate

    Finds a deal based on different fields

    Scheduled

    Action

  • Salesmate

    Search or create Activity , if activity does not exist.

    Scheduled

    Action

  • Salesmate

    Search or create Company, if does not exist. Optionally, create one if none are found.

    Scheduled

    Action

  • Salesmate

    Search or create Contact , if contact does not exist.

    Scheduled

    Action

  • Salesmate

    Search or Create a deal , if deal does not exist.

    Scheduled

    Action

  • Salesmate

    Find an User based on different fields.

    Scheduled

    Action

  • Salesmate

    x

    Scheduled

    Action

  • Salesmate

    x

    Scheduled

    Action

  • Salesmate

    x

    Scheduled

    Action

  • Salesmate

    x

    Scheduled

    Action

How InvoiceBerry + Salesmate Integrations Work

  1. Step 1: Authenticate InvoiceBerry and Salesmate.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
invoiceberry logo
invoiceberry logo

About InvoiceBerry

InvoiceBerry is an easy-to-use online invoicing software for small businesses and freelancers.

Related categories

salesmate logo
salesmate logo

About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.
Learn more

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