How to connect InvoiceBerry + PlatoForms
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Triggers when a new client is created.Try ItTriggerInstant
Triggers when a new expense is created.Try ItTriggerInstant
Triggers when a new item is created.Try ItTriggerInstant
Internal notes to save with client profile.
New Credit Note
Triggers when a new credit note is created.Try ItTriggerInstant
Triggers when a new invoice is created.Try ItTriggerInstant
Triggers when a new quote is created.Try ItTriggerInstant
Date of ExpenseRequired
How InvoiceBerry + PlatoForms Integrations Work
- Step 1: Authenticate InvoiceBerry and PlatoForms.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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