Dispatch + Leadpages integrations
Generate and update invoices and estimates in Dispatch from new Leadpages form submissions
Effortlessly manage your invoicing process with this Leadpages-Dispatch workflow. Whenever a new form submission is received in Leadpages, an invoice or estimate will be created or updated in Dispatch. Streamline your billing procedures and stay organized with this seamless automation between Leadpages and Dispatch.
- When this happens...New Form SubmissionTriggers when a visitor submits a form on a page.
- automatically do this!Create or Update Invoice or EstimateCreates 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.
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More things you can do with Leadpages and Dispatch
Discover other triggers and actions you can use with Leadpages and Dispatch
- FormRequired
Try ItTriggerInstant- FieldsRequired
- Record Type
ActionWrite- 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
ActionWrite- Event
- Title
- Start Time
- Duration
- Field Worker
- Description
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
ActionWrite
- New Event
Triggers when an update is made to Dispatch.
Try ItTriggerInstant - Appointment
- External Appointment ID
- External ID Match Behavior
- Job
- Appointment Time
- Duration
- Status
- Field Worker
- Strategy
ActionWrite- Product/Service
- Title
- Type
- Description
- Organization
- Price
- Taxable
- External Item ID
- Active
ActionWrite- 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
ActionWrite
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