LeadConnector + Quaderno
Create invoices in Quaderno when pipeline stages change in LeadConnector
Simplify your sales workflow with this seamless integration between LeadConnector and Quaderno. As soon as a change occurs in your pipeline stage within LeadConnector, a new invoice is immediately generated in Quaderno, ensuring your billing processes keep pace with your sales progression. It's not just about efficiency, but also about making sure your financial documentation is in constant alignment with your sales activity.
Simplify your sales workflow with this seamless integration between LeadConnector and Quaderno. As soon as a change occurs in your pipeline stage within LeadConnector, a new invoice is immediately generated in Quaderno, ensuring your billing processes keep pace with your sales progression. It's not just about efficiency, but also about making sure your financial documentation is in constant alignment with your sales activity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Invoice
Create a Quaderno Invoice.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Abandoned Checkout
Triggers when a checkout has been abandoned.
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Accepted Estimate
Triggers when an estimate is accepted.
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