Create quotes/invoices in Printavo for new Microsoft Dynamics 365 CRM contacts
Instantly streamline your sales process with this automation that connects Microsoft Dynamics 365 CRM to Printavo. When a new contact is added in Microsoft Dynamics 365 CRM, a quote or invoice is created in Printavo, making it easy to manage customer transactions and stay organized. Let this workflow save you time and keep your invoicing process smooth and efficient.
Instantly streamline your sales process with this automation that connects Microsoft Dynamics 365 CRM to Printavo. When a new contact is added in Microsoft Dynamics 365 CRM, a quote or invoice is created in Printavo, making it easy to manage customer transactions and stay organized. Let this workflow save you time and keep your invoicing process smooth and efficient.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Quote/Invoice
Creates a new quote/invoice.
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