Create clients in InvoiceBerry from newly submitted documents in naturalForms
Want to automate your workflow and never waste time on copying data from one app to another? Thanks to this integration, every time when there's a new submitted document in naturalForms, Zapier will create a new client in your InvoiceBerry account.
Want to automate your workflow and never waste time on copying data from one app to another? Thanks to this integration, every time when there's a new submitted document in naturalForms, Zapier will create a new client in your InvoiceBerry account.
- When this happens...Submitted Document
Triggers when a document is submitted.
- automatically do this!Create Client
Creates a new client.
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TemplateRequired
Try ItNew Credit Note
Triggers when a new credit note is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Quote
Triggers when a new quote is created.
Try It
New Client
Triggers when a new client is created.
Try ItNew Expense
Triggers when a new expense is created.
Try ItNew Item
Triggers when a new item is created.
Try ItCompany NameRequired
EmailRequired
Currency
Country
First Name
Last Name
Phone Number
Mobile Number
Street 1
Street 2
City
State
Zip Code
Tax Number
Tax Name
Notes