DEAR Inventory + Flexie CRM Integration

Integrate DEAR Inventory to Flexie CRM in one click, or tell Integrately AI how you want each customer handled. Turn customer creation into instant CRM records, update contacts, log details, and trigger follow-ups automatically.

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1.
  • DEAR Inventory
    Order is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Sale invoice is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Stock level is updated in DEAR Inventory Instant
  • DEAR Inventory
    Shipment is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Quote is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Shipment tracking number is changed in DEAR Inventory Instant
  • DEAR Inventory
    Sale pick is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Additional info is added to sale in DEAR Inventory Instant
  • DEAR Inventory
    Sale is void/ undone in DEAR Inventory Instant
  • DEAR Inventory
    Sale pack is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Partial payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Sale is backordered in DEAR Inventory Instant
  • DEAR Inventory
    Supplier is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Credit note is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Customer is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Full payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Attachment is added to sale in DEAR Inventory Instant
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
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2.
  • DEAR Inventory
    Search sale in DEAR Inventory
  • DEAR Inventory
    Create sale in DEAR Inventory
  • DEAR Inventory
    Update sale in DEAR Inventory
  • DEAR Inventory
    Add attachment to sale in DEAR Inventory
  • DEAR Inventory
    Create customer in DEAR Inventory
  • DEAR Inventory
    Update customer in DEAR Inventory
  • DEAR Inventory
    Search customer in DEAR Inventory
  • DEAR Inventory
    Create stock adjustment in DEAR Inventory
  • DEAR Inventory
    Search product availability in DEAR Inventory
  • DEAR Inventory
    Add pack to sale in DEAR Inventory
  • DEAR Inventory
    Add shipment to sale in DEAR Inventory
  • DEAR Inventory
    Create supplier in DEAR Inventory
  • DEAR Inventory
    Update supplier in DEAR Inventory
  • DEAR Inventory
    Search supplier in DEAR Inventory
  • DEAR Inventory
    Create product in DEAR Inventory
  • DEAR Inventory
    Update product in DEAR Inventory
  • DEAR Inventory
    Search product in DEAR Inventory
  • DEAR Inventory
    Add payment to sale in DEAR Inventory
  • DEAR Inventory
    Search sale payments in DEAR Inventory
  • DEAR Inventory
    Search Sale Invoice in DEAR Inventory
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM

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Ready Workflows Ready Workflows for DEAR Inventory + Flexie CRM Integration

Capture customer records, update contact details, sync sales data, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
DEAR Inventory + Flexie CRM Integration

Create Flexie CRM contact for new DEAR Inventory customer

If you are using DEAR Inventory, then you may want to also use Flexie CRM to manage your customer relationships. With the help of this automation, whenever you create a customer in DEAR Inventory, a corresponding contact will be created in Flexie CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your DEAR Inventory + Flexie CRM flow

Connect accounting, messaging, email, and storefront tools to keep your data flowing across your entire stack. Pick a combination and activate it in one click.

DEAR Inventory
Flexie CRM
+
ShopifyShopify (4)
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
GmailGmail (4)
D
S
F
Create a Shopify order for every authorized DEAR Inventory sale, and create a contact in Flexie CRM
Authorized sales in DEAR Inventory immediately generate a Shopify order and a Flexie CRM contact, eliminating manual double-entry.
D
S
F
Add new DEAR Inventory customers to Shopify and create matching leads in Flexie CRM
Every new DEAR Inventory customer instantly creates a Shopify customer record and a Flexie CRM lead.
D
S
F
When a DEAR Inventory shipment is authorized, update the Shopify order and update the Flexie CRM deal
Authorized shipments update your Shopify orders and refresh Flexie CRM deals automatically.
D
S
F
Create a Shopify order when a DEAR Inventory quote is authorized, and update the Flexie CRM account
Authorized quotes automatically generate Shopify orders and update Flexie CRM accounts.

Supported triggers and actions for DEAR Inventory and Flexie CRM

Mix and match to build the exact automation you need

DEAR Inventory
DEAR Inventory Triggers & Actions
Instant
Order is authorized in DEAR Inventory
Triggers the automation when an order is authorized
Try it →
Instant
Sale invoice is authorized in DEAR Inventory
Triggers the automation when a sale invoice is authorized
Try it →
Instant
Stock level is updated in DEAR Inventory
Triggers the automation when the stock level changes
Try it →
Instant
Shipment is authorized in DEAR Inventory
Triggers the automation when a shipment is authorized
Try it →
Instant
Quote is authorized in DEAR Inventory
Triggers the automation when a quote is authorized
Try it →
Instant
Shipment tracking number is changed in DEAR Inventory
Triggers the automation when a shipment tracking number changes
Try it →
Instant
Sale pick is authorized in DEAR Inventory
Triggers the automation when a sale pick is authorized
Try it →
Instant
Additional info is added to sale in DEAR Inventory
Triggers the automation when additional information is added to a sale
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Instant
Sale is void/ undone in DEAR Inventory
Triggers the automation when a sale is voided or undone
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Instant
Sale pack is authorized in DEAR Inventory
Triggers the automation when a sale pack is authorized
Try it →
Instant
Partial payment is created in DEAR Inventory
Triggers the automation when payment is made partially
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Instant
Sale is backordered in DEAR Inventory
Triggers the automation when a sale is backordered
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Instant
Supplier is created/ updated in DEAR Inventory
Triggers the automation when a supplier is created or updated
Try it →
Instant
Credit note is authorized in DEAR Inventory
Triggers the automation when a credit note is authorized
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Instant
Customer is created/ updated in DEAR Inventory
Triggers the automation when a new customer is created or an existing customer is updated
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Instant
Full payment is created in DEAR Inventory
Triggers the automation when full payment is received
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Instant
Attachment is added to sale in DEAR Inventory
Triggers the automation when any attachment is added to a sale
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Search sale in DEAR Inventory
Retrieves details of a sale
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Create sale in DEAR Inventory
Creates a new sale entry
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Update sale in DEAR Inventory
Updates sale information
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Add attachment to sale in DEAR Inventory
Attach sale information to email responses
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Create customer in DEAR Inventory
Adds a new customer to the database
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Update customer in DEAR Inventory
Updates a customer's information
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Search customer in DEAR Inventory
Locates and retrieves customer information
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Create stock adjustment in DEAR Inventory
Adjust stock levels in response to inventory changes
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Search product availability in DEAR Inventory
Searches for product availability
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Add pack to sale in DEAR Inventory
Adds a designated pack to a sale order
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Add shipment to sale in DEAR Inventory
Updates sales information with corresponding shipment details
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Create supplier in DEAR Inventory
Creates a new supplier record
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Update supplier in DEAR Inventory
Updates the supplier information
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Search supplier in DEAR Inventory
Searches for a supplier
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Create product in DEAR Inventory
Generates and launch new products
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Update product in DEAR Inventory
Updates product information
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Search product in DEAR Inventory
Searches for a product
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Add payment to sale in DEAR Inventory
Processes payment and updates sale transaction
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Search sale payments in DEAR Inventory
Searches for sale payments
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Search Sale Invoice in DEAR Inventory
Retrieves details of a sale invoice
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Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
Try it →
Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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What can you automate with DEAR Inventory + Flexie CRM?

Streamline your inventory workflows, synchronize customer records, and keep your sales team instantly updated across every stage.

What you can automate?
🔄
Sync new customers into CRM records instantly
Automatically turn every customer created in DEAR Inventory into a contact in Flexie CRM. Eliminate manual data entry and ensure your sales pipeline is always up to date.
📋
Capture complete sales and invoice details
Map authorized sale invoices from DEAR Inventory directly into Flexie CRM deals and orders. Keep your revenue tracking accurate without missing a single line item.
🔔
Alert your team the moment sales happen
Trigger instant notifications whenever an order or sale invoice is authorized in DEAR Inventory. Keep your team informed without checking multiple dashboards.
🔀
Route records based on submitted attributes
Sort customer updates and sales tiers dynamically between DEAR Inventory and Flexie CRM. Handle high-value accounts with dedicated workflows automatically.
📦
Keep fulfillment statuses synchronized
Update Flexie CRM deals automatically whenever a shipment or tracking number is authorized in DEAR Inventory. Give your team accurate delivery status at a glance.
🔍
Search and update without creating duplicates
Check existing records in Flexie CRM before adding new DEAR Inventory contacts or suppliers. Maintain clean databases with automated upserts.
💳
Automate actions on payment completion
Trigger CRM updates and customer communications the moment a partial or full payment is created in DEAR Inventory. Streamline your post-purchase workflows.
🌐
Extend your workflow to messaging and email apps
Connect DEAR Inventory and Flexie CRM with Slack or Gmail to send instant team notifications and customer emails. Build multi-app pipelines effortlessly.
And much more...

Who is DEAR Inventory + Flexie CRM integration for?

Operations managers, sales teams, and finance leads managing inventory and customer pipelines rely on this integration to eliminate manual data entry and keep records perfectly aligned.

Performance Marketers
Performance Marketers
Sales Reps
Sales Reps
Client Success Leads
Client Success Leads
E-commerce Managers
E-commerce Managers
Inventory Controllers
Inventory Controllers
Finance Teams
Finance Teams
📈
Performance Marketers
You're tracking customer purchases in DEAR Inventory, but your sales numbers are always out of sync because records aren't pushed to the CRM immediately — this integration means every new customer creates a contact instantly and your pipeline stays accurate.
Sales Reps
You need to act fast when new inventory orders come in, but manual notifications leave you finding out about closed deals hours too late — automating both apps means every authorized sale triggers instant CRM updates so you can follow up without delay.
🤝
Client Success Leads
You answer to key accounts that want to see order progress and fulfillment status in real time, but manual status checks create frustrating delays — connecting these apps means every shipment update flows straight into your CRM for effortless client reporting.
📦
E-commerce Managers
The volume of daily orders and customer signups is too high for anyone to keep up with by hand, leading to missed records and duplicate profiles — with this integration, every customer and sale syncs automatically across your entire stack.
🏭
Inventory Controllers
You manage stock levels and supplier creations in DEAR Inventory while your sales team tracks deals in Flexie CRM, causing communication gaps during handoffs — this integration means every inventory event updates your CRM records instantly.
📑
Finance Teams
You need a reliable history of authorized invoices and customer payments, but keeping manual logs results in missing audit trails — automating both apps means every payment and invoice creates verified CRM and accounting records.
Our team

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Why choose Integrately to automate DEAR Inventory + Flexie CRM

Build and manage your DEAR Inventory + Flexie CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect DEAR Inventory + Flexie CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect DEAR Inventory to Flexie CRM?
Frequently Asked Questions
You can connect DEAR Inventory to Flexie CRM in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It takes seconds to link your accounts and sync customer records with Shopify, Stripe, and Slack.
Can I automatically create a Flexie CRM contact when a customer is created in DEAR Inventory?
Frequently Asked Questions
Can I connect DEAR Inventory, Flexie CRM, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for DEAR Inventory and Flexie CRM?
Frequently Asked Questions
How does DEAR Inventory handle customer data transfers here?
Frequently Asked Questions
How are Flexie CRM deals updated during sales workflows?
Frequently Asked Questions
Do I need coding skills to automate DEAR Inventory and Flexie CRM?
Frequently Asked Questions
Is the DEAR Inventory and Flexie CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect DEAR Inventory or Flexie CRM With 1500+ Other Apps

DEAR Inventory
Popular DEAR Inventory Integrations
Connect inventory management with accounting, e-commerce, and fulfillment platforms to keep your stock and orders aligned.
Flexie CRM
Popular Flexie CRM Integrations
Sync customer relationship management with marketing, support, and scheduling tools to accelerate your sales pipeline.