Connectors / SmartAccounts

SmartAccounts

Sales invoices, clients and reports with signature generation on every call. Pairs well with CRM-to-accounting automations.

create sales invoicelist clientsfetch reports

Work with SmartAccounts from your flows: create documents, read clients and pull reports. Our proxy generates the per-request signatures SmartAccounts requires.

Use cases

  • Pipedrive won deal turns into a sales invoice
  • Month-end reports pulled into Excel automatically
  • New CRM clients synced to SmartAccounts

What you get

  • Create sales invoice
  • List clients
  • Create client
  • Fetch reports
  • List products
  • Payment status

Requirements: SmartAccounts account with API keys (public and secret key).