FacturaDirecta + LeadConnector
Create sales invoices in FacturaDirecta when pipeline stages are updated in LeadConnector
Improve your business efficiency with this smart workflow. When a stage change occurs in your LeadConnector pipeline, it will instantly generate a new sales invoice in your FacturaDirecta account. This means that you can swiftly proceed to payment and revenue processes, without wasting time on manual data entry. An ideal automation solution for streamlining your sales and finance activities.
Improve your business efficiency with this smart workflow. When a stage change occurs in your LeadConnector pipeline, it will instantly generate a new sales invoice in your FacturaDirecta account. This means that you can swiftly proceed to payment and revenue processes, without wasting time on manual data entry. An ideal automation solution for streamlining your sales and finance activities.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Sales Invoice
Creates a sales invoice (with line-item support).
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
CompanyRequired
Type
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
CompanyRequired
Find Customer By Email
NameRequired
Surname
Email
Phone
Fiscal Id
Is final customer
Address
City
Region/State
Zip Code
Country
