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Dispatch + Interact

Create or update invoices and estimates in Dispatch for new leads in Interact

Efficiently manage your invoicing process with this seamless workflow. When a new lead arrives in Interact, it will create or update an invoice or estimate in Dispatch for you. This automation helps you keep records organized and current, ensuring no missed opportunities for potential business growth.

Efficiently manage your invoicing process with this seamless workflow. When a new lead arrives in Interact, it will create or update an invoice or estimate in Dispatch for you. This automation helps you keep records organized and current, ensuring no missed opportunities for potential business growth.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    DispatchDispatch
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • QuizRequired

    Trigger
    Instant
    Try It

    • FieldsRequired

    • Record Type

    Action
    Write

    • Billing Document

    • Invoice/Estimate External ID

    • Job

    • Job External ID

    • Type

    • Status

    • Flat Rate

    • Percent

    • Product/Service

    • Product/Service External ID

    • Quantity

    • Amount

    • Taxable

    • Type

    • Description

    Action
    Write

    • Event

    • Title

    • Start Time

    • Duration

    • Field Worker

    • Description

    • Street 1

    • Street 2

    • City

    • State

    • Postal Code

    • Country

    Action
    Write
  • Dispatch triggers, actions, and search

    New Event

    Triggers when an update is made to Dispatch.

    Trigger
    Instant
    Try It

    • Appointment

    • External Appointment ID

    • External ID Match Behavior

    • Job

    • Appointment Time

    • Duration

    • Status

    • Field Worker

    • Strategy

    Action
    Write

    • Product/Service

    • Title

    • Type

    • Description

    • Organization

    • Price

    • Taxable

    • External Item ID

    • Active

    Action
    Write

    • Customer

    • External Customer ID

    • Organization

    • First Name

    • Last Name

    • Description

    • Company Name

    • Email

    • Phone Number

    • Phone Type

    • Primary Phone

    • Street 1

    • Street 2

    • City

    • State

    • Postal Code

    • Street 1

    • Street 2

    • City

    • State

    • Postal Code

    Action
    Write
dispatch logo
dispatch logo

About Dispatch

Deliver exceptional customer experiences. Book, track and manage with the world's most powerful on-demand services platform.

Related categories

  • Scheduling & Booking
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

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