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Description
FlexPoint transforms the payment process into a straightforward and seamless experience, enhancing your cash flow. By automating your billing operations, you can boost efficiency while ensuring timely payments. Say goodbye to tedious manual tasks and simplify the process of receiving payments. The platform allows for complete automation of reconciliation, from invoicing through to deposits. Your clients can enjoy secure online payments, all while you uphold the reputation of your brand. Deliver a billing experience that reflects the high level of customer service you provide. This all-encompassing platform is designed to accelerate your business growth via streamlined payment solutions. With no long-term contracts required, you can enjoy increased predictability in your cash flow and eliminate any unexpected financial surprises through our advanced billing automation features. You can establish tailored rules that facilitate automatic payments for invoices, whether for all clients or selectively for individual ones. This eliminates the cumbersome task of manual payment reconciliation across your various tools, ensuring a more efficient financial workflow. Experience the transformation in your billing processes and enjoy the benefits of enhanced operational clarity.
Description
FlowRunner enables the execution of your Salesforce Screen Flows directly within Outlook and Gmail. As soon as users access an email, the appropriate records automatically appear based on the rules you set up. The flows are initiated with email context already filled in, eliminating the need for copy-pasting or switching between tabs. This way, your team can adhere to established processes without ever leaving their inboxes.
Key Features
- Screen Flows in the inbox: Execute any Screen Flow straight from Outlook or Gmail, with pre-filled inputs including sender, subject, and email content.
- Smart record lookup: The necessary Salesforce records become visible the instant an email is opened, aligned with customizable rules for each team or user.
- Admin control: Determine which users have access to specific Flows.
- No new automation tool: FlowRunner operates using the Flows you have already created. If you know how to build a Screen Flow, you are already equipped to use FlowRunner effectively.
- Works with your existing setup: Your standard and custom objects, validation rules, and business logic remain intact and unchanged. Additionally, this seamless integration allows for a smoother workflow experience across your organization.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Autotask PSA
Yes
ConnectWise Automate
Yes
Gmail
No
HaloPSA
Yes
Microsoft Outlook
No
QuickBooks Desktop Pro
Yes
QuickBooks Online
Yes
Salesforce
No
Syncro
Yes
Xero
Yes
Integrations
Autotask PSA
No
ConnectWise Automate
No
Gmail
Yes
HaloPSA
No
Microsoft Outlook
Yes
QuickBooks Desktop Pro
No
QuickBooks Online
No
Salesforce
Yes
Syncro
No
Xero
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
14 day free trial, $20/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
FlexPoint
Founded
2021
Country
United States
Website
www.getflexpoint.com
Vendor Details
Company Name
FlowRunner
Founded
2025
Country
Netherlands
Website
flow-runner.com
Product Features
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No