Dispatch + Leadpages
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.
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 Submission
Triggers when a visitor submits a form on a page.
- automatically do this!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.
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FormRequired
Try ItFieldsRequired
Record Type
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
Event
Title
Start Time
Duration
Field Worker
Description
Street 1
Street 2
City
State
Postal Code
Country
New Event
Triggers when an update is made to Dispatch.
Try ItAppointment
External Appointment ID
External ID Match Behavior
Job
Appointment Time
Duration
Status
Field Worker
Strategy
Product/Service
Title
Type
Description
Organization
Price
Taxable
External Item ID
Active
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
