Create and upload documents for new Wealthbox CRM contacts in lexoffice for bookkeeping purposes
Effortlessly organize your bookkeeping records with this seamless workflow between Wealthbox CRM and lexoffice. When a new contact is added in Wealthbox CRM, this automation will instantly upload a document for bookkeeping purposes in lexoffice, ensuring your financial data stays up-to-date and accurate without any manual intervention. Simplify your financial management process and keep your records organized with this efficient solution.
Effortlessly organize your bookkeeping records with this seamless workflow between Wealthbox CRM and lexoffice. When a new contact is added in Wealthbox CRM, this automation will instantly upload a document for bookkeeping purposes in lexoffice, ensuring your financial data stays up-to-date and accurate without any manual intervention. Simplify your financial management process and keep your records organized with this efficient solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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