Create and manage LeadConnector contacts from new ServiceTrade invoices
Ensure your ServiceTrade invoicing process is seamless with this efficient workflow. When a new invoice is created in ServiceTrade, it will promptly update or add the corresponding contact in the LeadConnector. Not only does this automation reduce manual data entry, but it also accelerates your invoicing process by maintaining an organized contact base in LeadConnector. Enhance your productivity, keep your data consistent, and streamline your billing procedures with this workflow.
Ensure your ServiceTrade invoicing process is seamless with this efficient workflow. When a new invoice is created in ServiceTrade, it will promptly update or add the corresponding contact in the LeadConnector. Not only does this automation reduce manual data entry, but it also accelerates your invoicing process by maintaining an organized contact base in LeadConnector. Enhance your productivity, keep your data consistent, and streamline your billing procedures with this workflow.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Attachment
Triggers when a new attachment is created.
Try ItNew Comment
Triggers when a new comment is added to a company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try It