Create or update Dispatch invoices or estimates from new Cognito Forms entries
Save time and minimize manual data entry with this Cognito Forms and Dispatch integration. Whenever a new entry is submitted in Cognito Forms, this workflow will either create or update an invoice or estimate in the Dispatch app. Streamline your billing process and ensure consistent, accurate invoicing with this easy-to-implement automation.
Save time and minimize manual data entry with this Cognito Forms and Dispatch integration. Whenever a new entry is submitted in Cognito Forms, this workflow will either create or update an invoice or estimate in the Dispatch app. Streamline your billing process and ensure consistent, accurate invoicing with this easy-to-implement automation.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create or Update Invoice or Estimate
Creates or Updates a New Invoice or Estimate. This action will also auto-create Product/Service catalog items on the fly if they do not exist already.
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