Connect Balabook and Salesmate

Both apps 38Balabook 26Salesmate 12

• Trigger
  New Invoices

  Triggers when a new invoice is created.

• Trigger
  New Journal Entries

  Triggers when a new journal entry is created.

• Action
  Add bill

  Create a bill.

• Action
  Add invoice payment

  Record a payment on an invoice.

• Action
  Add journal entry

  Create a journal entry.

• Action
  Create Account

  Creates a new account in your company.

• Action
  Create Estimate

  Creates a new draft estimate in your company.

• Action
  Create Expense

  Creates a new draft expense in your company.

• Action
  Create Invoice

  Creates a new draft invoice in your company.

• Action
  Create Partner

  Creates the partner for the company.

• Action
  Create Transaction

  Creates a new draft transaction in your company.

• Action
  Delete invoice

  Delete an invoice.

• Action
  Get account

  Get an account with amounts.

• Action
  Get invoice

  Get an invoice by id.

• Action
  Get partner

  Get a partner by id.

• Action
  List accounts

  List accounts.

• Action
  List bills

  List bills.

• Action
  List estimates

  List estimates.

• Action
  List invoices

  List invoices.

• Action
  List journal entries

  List journal entries.

• Action
  List transactions

  List transactions.

• Action
  Update account

  Update an account.

• Action
  Update estimate

  Update an estimate.

• Action
  Update expense

  Update an expense.

• Action
  Update invoice

  Update an invoice.

• Action
  Update partner

  Update a partner.

• Trigger
  New De-Activated User

  Triggers when a user in Salesmate is de-activated.

• Trigger
  New User

  Triggers when a new user is added to your Salesmate account.

• Action
  Add Note

  Adds a note to a contact in Salesmate. Returns the id of the note that was created.

• Action
  Create Contact

  Creates a new contact in Salesmate. Returns the id of the contact that was created.

• Action
  Random User

  Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.

• Action
  Search for Total Rows in Activity

  Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.

• Action
  Search for Total Rows in Company

  Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.

• Action
  Search for Total Rows in Contacts

  Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.

• Action
  Search for Total Rows in Deal

  Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.

• Action
  Search User

  Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.

• Action
  Update Contact

  Updates an existing contact in Salesmate. Only the fields you supply are changed.

• Action
  Update Note

  Updates an existing note on a contact in Salesmate.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.