Create invoices in Credit Repair Cloud for new Wealthbox CRM contacts
Streamline your invoicing process with this smooth workflow between Wealthbox CRM and Credit Repair Cloud. When a new contact is added in Wealthbox CRM, this automation creates an invoice in Credit Repair Cloud, ensuring efficient billing for your clients. Stay organized and boost your productivity with this straightforward and effective solution.
Streamline your invoicing process with this smooth workflow between Wealthbox CRM and Credit Repair Cloud. When a new contact is added in Wealthbox CRM, this automation creates an invoice in Credit Repair Cloud, ensuring efficient billing for your clients. Stay organized and boost your productivity with this straightforward and effective solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Invoice
Adds a new invoice to client.
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