How to connect Cling + Upsales
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Triggers when a document changes status to accepted.Try ItTriggerInstant
Triggers when a document changes status to expired.Try ItTriggerInstant
Triggers when a client views the document for the first time.Try ItTriggerInstant
Client socialSecurityNumber / organisationNumber
Client cellphone region
Client reverse VAT
Triggers when a document changes status to denied.Try ItTriggerInstant
Triggers when a document changes status to sent.Try ItTriggerInstant
Triggers when a new document is created.Try ItTriggerInstant
- Step 1: Authenticate Cling and Upsales.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.