FacturaDirecta + Wealthbox CRM
Create sales invoices in FacturaDirecta for new Wealthbox CRM contacts
Easily manage your invoicing process with this efficient workflow between Wealthbox CRM and FacturaDirecta. When a new contact is added in Wealthbox CRM, a sales invoice will be instantly created in FacturaDirecta. This seamless automation saves you time and helps keep your financial records accurate and up-to-date.
Easily manage your invoicing process with this efficient workflow between Wealthbox CRM and FacturaDirecta. When a new contact is added in Wealthbox CRM, a sales invoice will be instantly created in FacturaDirecta. This seamless automation saves you time and helps keep your financial records accurate and up-to-date.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Sales Invoice
Creates a sales invoice (with line-item support).
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About FacturaDirecta
FacturaDirecta is an easy accounting software for small business and freelancers.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
