Create invoices or quotes in Paycove for updated companies in Copper
Keep your invoicing process in sync with your company updates using this Copper and Paycove automation. Whenever a company is updated in Copper, a new invoice or quote is created in Paycove, streamlining your workflow and ensuring accurate invoicing. Stay organized and efficient with this seamless integration.
Keep your invoicing process in sync with your company updates using this Copper and Paycove automation. Whenever a company is updated in Copper, a new invoice or quote is created in Paycove, streamlining your workflow and ensuring accurate invoicing. Stay organized and efficient with this seamless integration.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Invoice / Quote
Creates an invoice or quote and contact (and optional organization).
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