BrokerEngine + Wave
Create invoices in Wave from updated stages in BrokerEngine
Effortlessly manage your invoicing process with this streamlined workflow between BrokerEngine and Wave. When a stage changes in BrokerEngine, an invoice is automatically created in Wave, ensuring your financial records stay up-to-date and accurate. Simplify your billing process, reduce manual data entry, and focus on more important tasks with this seamless integration.
Effortlessly manage your invoicing process with this streamlined workflow between BrokerEngine and Wave. When a stage changes in BrokerEngine, an invoice is automatically created in Wave, ensuring your financial records stay up-to-date and accurate. Simplify your billing process, reduce manual data entry, and focus on more important tasks with this seamless integration.
- When this happens...Stage Changed
Triggers when an application's stage has changed.
- automatically do this!Create Invoice
Creates a new invoice.
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
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Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
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