Capsule CRM + FacturaDirecta
Create sales invoices in FacturaDirecta for new or updated contacts in Capsule CRM
Effortlessly manage your billing process by connecting Capsule CRM and FacturaDirecta. With this workflow, whenever a contact is added or updated in Capsule CRM, a sales invoice is created in FacturaDirecta, streamlining your invoicing process and ensuring accurate billing. Maintain an organized client list and optimize your financial tasks with this easy-to-use automation.
Effortlessly manage your billing process by connecting Capsule CRM and FacturaDirecta. With this workflow, whenever a contact is added or updated in Capsule CRM, a sales invoice is created in FacturaDirecta, streamlining your invoicing process and ensuring accurate billing. Maintain an organized client list and optimize your financial tasks with this easy-to-use automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Sales Invoice
Creates a sales invoice (with line-item support).
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