Create one-time charges in Billsby for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage new leads and billing with this streamlined workflow between Microsoft Dynamics 365 CRM and Billsby. When a new lead is added in Dynamics 365 CRM, the automation creates a one-time charge in Billsby, simplifying the billing process for new customers. Save time and ensure accurate invoicing by connecting your CRM and billing systems seamlessly.
Effortlessly manage new leads and billing with this streamlined workflow between Microsoft Dynamics 365 CRM and Billsby. When a new lead is added in Dynamics 365 CRM, the automation creates a one-time charge in Billsby, simplifying the billing process for new customers. Save time and ensure accurate invoicing by connecting your CRM and billing systems seamlessly.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create One-Time Charge
Charges the customer a one-time fee of adjustable amount
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