Paycove + Redtail CRM
Create invoices / quotes in Paycove for new activities in Redtail CRM
Effortlessly generate invoices or quotes in Paycove whenever a new activity is created in Redtail CRM with this streamlined workflow. Once set up, this automation triggers each time an activity is added in Redtail CRM and then creates an invoice or quote based on the selected options in Paycove. Save time and stay organized with this seamless integration between Redtail CRM and Paycove.
Effortlessly generate invoices or quotes in Paycove whenever a new activity is created in Redtail CRM with this streamlined workflow. Once set up, this automation triggers each time an activity is added in Redtail CRM and then creates an invoice or quote based on the selected options in Paycove. Save time and stay organized with this seamless integration between Redtail CRM and Paycove.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Invoice / Quote
Creates an invoice or quote and contact (and optional organization).
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
