Create new tasks in Bonjoro when new invoices are created in Plug&Pay
This workflow streamlines your business procedure by creating a task in Bonjoro immediately after an invoice is generated in Plug&Pay. It brings seamless integration between your payment and task management systems, enhancing efficiency and preventing any potential delays or oversights. It's an ideal solution for those looking to optimize their billing and task management processes.
This workflow streamlines your business procedure by creating a task in Bonjoro immediately after an invoice is generated in Plug&Pay. It brings seamless integration between your payment and task management systems, enhancing efficiency and preventing any potential delays or oversights. It's an ideal solution for those looking to optimize their billing and task management processes.
- When this happens...Invoice Created
Triggers when an invoice is created.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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Affiliate Accepted
Triggers when an affiliate is accepted.
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Product groups
Trigger on recurring invoiceRequired
Try ItBonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Try ItBonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
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