Create invoices/quotes in Paycove for new Copper companies
Save time and streamline your invoicing process with this Copper and Paycove workflow. Whenever a new company is added in Copper, an invoice or quote will be generated in Paycove. This way, you can manage your sales and billing with ease, eliminating manual data entry and keeping all your financial information up-to-date.
Save time and streamline your invoicing process with this Copper and Paycove workflow. Whenever a new company is added in Copper, an invoice or quote will be generated in Paycove. This way, you can manage your sales and billing with ease, eliminating manual data entry and keeping all your financial information up-to-date.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Invoice / Quote
Creates an invoice or quote and contact (and optional organization).
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