Capsule CRM + Paycove
Create invoices / quotes in Paycove for new or updated opportunities in Capsule CRM
Effortlessly manage your sales process with this Capsule CRM and Paycove workflow. With each new or updated opportunity in Capsule CRM, an invoice or quote will be created in Paycove, streamlining your billing process and ensuring accurate documentation for every deal. Save time and stay organized by automating this essential part of your sales pipeline.
Effortlessly manage your sales process with this Capsule CRM and Paycove workflow. With each new or updated opportunity in Capsule CRM, an invoice or quote will be created in Paycove, streamlining your billing process and ensuring accurate documentation for every deal. Save time and stay organized by automating this essential part of your sales pipeline.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Invoice / Quote
Creates an invoice or quote and contact (and optional organization).
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