Create documents in lexoffice for new companies added in Copper
Effortlessly manage your bookkeeping process when a new company is added in Copper by utilizing this seamless workflow. With this automation, every time you add a new company in Copper, a document will be uploaded to lexoffice for bookkeeping purposes. Stay organized and save time by streamlining the way you handle financial documents between your CRM and accounting software.
Effortlessly manage your bookkeeping process when a new company is added in Copper by utilizing this seamless workflow. With this automation, every time you add a new company in Copper, a document will be uploaded to lexoffice for bookkeeping purposes. Stay organized and save time by streamlining the way you handle financial documents between your CRM and accounting software.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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