How to connect K Factors + Paycove
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- New NotificationTriggers when a new notification is created.Trigger
- Get Widget DataGets widget dataAction
- Post Widget DataPosts data to widgetAction
- Deal CreatedTriggers when a new invoice or quote is added to Paycove.Trigger
- Invoice PaidTriggers when an invoice is paid or marked paid by admin.Trigger
- Partial Payment PaidTriggers when a scheduled payment is paid by customer or marked paid by admin.Trigger
- Quote AcceptedTriggers when the quote was accepted by user or marked accepted by admin.Trigger
- Manually Send DealTriggers when deal is manually pushed from Paycove.Trigger
Creates an invoice or quote and contact (and optional organization).
- Step 1: Authenticate K Factors and Paycove.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.