Invoice2go + SortScape
Create clients in Invoice2go from new invoices generated in SortScape
This workflow springs into action when a fresh invoice is created in SortScape, crafting a corresponding invoice in Invoice2go. It helps maintain a seamless financial system by reducing potential error sources and sparing you the hassle of manual management. Ideal for those seeking efficiency and consistency in their invoicing process, this integration saves precious time and keeps your records organized.
This workflow springs into action when a fresh invoice is created in SortScape, crafting a corresponding invoice in Invoice2go. It helps maintain a seamless financial system by reducing potential error sources and sparing you the hassle of manual management. Ideal for those seeking efficiency and consistency in their invoicing process, this integration saves precious time and keeps your records organized.
- When this happens...Invoice Created
Triggers when a new invoice has been created.
- automatically do this!Create Client
Create a client in Invoice2go
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Contact Created
Triggers when a contact has been created.
Try ItInvoice Created
Triggers when a new invoice has been created.
Try ItContact nameRequired
First name
Last name
Email
Company
Mobile phone
Phone
Note
First name
Last nameRequired
Middle name(s)
Company name
Country
State
County
City
District
Street
House Number
Postal Code
Longitude
Latitude
Email
Phone
Mobile
Website
Terms
Notes
Tax Number