InvoiceBerry + Salesmate
Create InvoiceBerry clients from new Salesmate companies
Copying information by hand is time-consuming and error-prone. Set up this Salesmate and InvoiceBerry integration to do it for you instead. Whenever a new company in Salesmate is created, Zapier will automatically create a new client in InvoiceBerry.
Copying information by hand is time-consuming and error-prone. Set up this Salesmate and InvoiceBerry integration to do it for you instead. Whenever a new company in Salesmate is created, Zapier will automatically create a new client in InvoiceBerry.
New UserTriggers when a new user created.Trigger- New De-Activated UserTriggers when a user is de-activated.Trigger
- New ActivityTriggers when a new activity is created.Trigger
- New Activity NoteTriggers when a new activity note is created.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New Company NoteTriggers when a new company note is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New Contact NoteTriggers when a new contact note is created.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
- InvoiceBerry
Triggers when a new client is created.
Instant
Trigger
- InvoiceBerry
Triggers when a new credit note is created.
Instant
Trigger
- InvoiceBerry
Triggers when a new expense is created.
Instant
Trigger
- InvoiceBerry
Triggers when a new item is created.
Instant
Trigger
- InvoiceBerry
Triggers when a new quote is created.
Instant
Trigger
- InvoiceBerry
Creates a new client.
Scheduled
Action
- InvoiceBerry
Adds a new expense.
Scheduled
Action
- InvoiceBerry
Adds a new Invoice.
Scheduled
Action
- InvoiceBerry
Adds a new item.
Scheduled
Action
About InvoiceBerry
Related categories
Related categories
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