Create InvoiceBerry clients from new or updated Capsule CRM opportunities
Streamline your sales process and improve cash flow with this Capsule CRM and InvoiceBerry workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create a new client in InvoiceBerry, saving you time and ensuring all your records are up-to-date. Keep your focus on closing deals while this efficient workflow takes care of client management.
Streamline your sales process and improve cash flow with this Capsule CRM and InvoiceBerry workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create a new client in InvoiceBerry, saving you time and ensuring all your records are up-to-date. Keep your focus on closing deals while this efficient workflow takes care of client management.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Client
Creates a new client.
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