How to connect Payaca + Surefire CRM
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- Accepted QuoteTriggers when a quote accepted.Trigger
- Created EventTriggers when an event is created.Trigger
- Sent InvoiceTriggers when an invoice is sent.Trigger
- Sent QuoteTriggers when a quote is sent.Trigger
- Updated EventTriggers when an event is updated.Trigger
- Create CustomerCreates a customer.Action
- Create ContactCreates a new contact or updates an existing contact.Action
- Step 1: Authenticate Payaca and Surefire CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.