FLG + Invoiced
Create new customers in Invoiced when lead status changes in FLG
Streamline your customer management process with this workflow. When a lead's status changes in the FLG app, it will initiate the creation of a new customer in your Invoiced app. This process allows you to effortlessly keep track of your customers, ensuring no one slips through the cracks. Get ready to save valuable time and boost efficiency in your customer handling procedures.
Streamline your customer management process with this workflow. When a lead's status changes in the FLG app, it will initiate the creation of a new customer in your Invoiced app. This process allows you to effortlessly keep track of your customers, ensuring no one slips through the cracks. Get ready to save valuable time and boost efficiency in your customer handling procedures.
- When this happens...Lead Status Changed
Triggers when a lead's status is changed.
- automatically do this!Create Customer
Creates a new customer.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
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Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
New Contact
Triggers when a new contact is created.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
New Credit Note
Triggers when a new credit note is created.
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