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.

When this happens...
New Company
Triggers when a new company is created.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

New User
Triggers when a new user created.
Trigger
Scheduled
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It

Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It
Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It

- Module NameRequired
- Object IdRequired
- Note
Action
Write
Create Activity
Creates a new Activity, probably with input from previous steps.
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company IdRequired
Action
Write
- Enter the Deal IdRequired
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
Find or Create a Deal
x
Action
Search or write
New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
- Client ID
- Client Name
- Country ISO
- Client Language
- Client Currency
- Client Email
- Client Phone Number
- Client Mobile Number
- Client Firstname
- Client Lastname
- Street 1
- Street 2
- Client City
- Client State
- Client Zip Code
- Client Notes
- CurrencyRequired
- Language
- Start DateRequired
- End Date
- FrequencyRequired
- Discount
- Terms
- Payment Term Days
- Notes
- Reference / PO Number
- Item Name
- Item Description
- Item Unit Cost
- Item Quantity
- Tax 1
- Tax 2
- Item Data Separator
- Auto Send
- Message
Action
Write
- Client ID
- Client Name
- Country ISO
- Client Language
- Client Currency
- Client Email
- Client Phone Number
- Client Mobile Number
- Client Firstname
- Client Lastname
- Street 1
- Street 2
- Client City
- Client State
- Client Zip Code
- Client Notes
- CurrencyRequired
- Language
- Date of IssueRequired
- Discount
- Terms
- Payment Term Days
- Notes
- PO Number
- Item Name
- Item Description
- Item Unit Cost
- Item Quantity
- Tax 1
- Tax 2
- Item Data Separator
- Set invoice status
- Payment Amount
- Payment Method
- Payment Date
- Payment Note
- Send Invoice
- Message
Action
Write

New De-Activated User
Triggers when a user is de-activated.
Trigger
Scheduled
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New Activity Note
Triggers when a new activity note is created.
Trigger
Scheduled
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New Company Note
Triggers when a new company note is created.
Trigger
Scheduled
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Scheduled
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
Create Deal
Creates a new Deal, probably with input from previous steps.
Action
Write
- Enter the Activity IdRequired
Action
Write
- Enter the Contact IdRequired
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
Find or Create an Activity
x
Action
Search or write
Find or create a contact
x
Action
Search or write
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
New Expense
Triggers when a new expense is created.
Trigger
Instant
Try It
New Item
Triggers when a new item is created.
Trigger
Instant
Try It
- Company NameRequired
- EmailRequired
- Currency
- Country
- First Name
- Last Name
- Phone Number
- Mobile Number
- Street 1
- Street 2
- City
- State
- Zip Code
- Tax Number
- Tax Name
- Notes
Action
Write
- CategoryRequired
- AmountRequired
- Date of ExpenseRequired
- Vendor
- Tax
- Notes
Action
Write
- Item NameRequired
- Tax1 ID
- Tax2 ID
- Unit Cost
- Quantity
- Description
Action
Write

About InvoiceBerry

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

Related categories

Accounting

About Salesmate

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

InvoiceBerry + Salesmate

Create InvoiceBerry clients from new Salesmate companies

New User

New Activity

New Company

New Contact

New Deal

Update Activity

Update Contact

Add Note

Object IdRequired

Note

Create Activity

Create Contact

Random User

Update Company

Enter the Company IdRequired

Update Deal

Enter the Deal IdRequired

Search for Total Rows in Activity

Search for Total Rows in Contacts

Search Activity

Search Contact

Search or Create Activity

Search or Create Contact

Search User

NameRequired

Find or Create a Company

Find or Create a Deal

New Credit Note

New Invoice

New Quote

Create Recurring Invoice

Client ID

Client Name

Country ISO

Client Language

Client Currency

Client Email

Client Phone Number

Client Mobile Number

Client Firstname

Client Lastname

Street 1

Street 2

Client City

Client State

Client Zip Code

Client Notes

CurrencyRequired

Language

Start DateRequired

End Date

FrequencyRequired

Discount

Terms

Payment Term Days

Notes

Reference / PO Number

Item Name

Item Description

Item Unit Cost

Item Quantity

Tax 1

Tax 2

Item Data Separator

Auto Send

Message

Create Invoice