Enter the tag that is assigned to the record you are looking for in OrbisX

Enter a tag to organize this client in OrbisX with a custom label/tag that exists. If not exists, a new one will be created.

Enter a tag to organize this lead in OrbisX with a custom label/tag that exists. If not exists, a new one will be created.

Enter the source of the lead. Defaults to Zapier

Choose the service to associate to this event

Choose an existing client to assign to the event

Enter the dollar amount for the expense (two decimal places)

Enter the vendor, company or supplier name

If not an existing customer, enter the new customer name to attach this expense to a customer

Choose the currency code from your available currencies or pass in the 3 digit currency code

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

OrbisX

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

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