Create Paycove invoices/quotes from an update box in Streak
Manually creating quotes or invoices slows you down in critical moments of a sale. This integration will automatically create a quote or invoice in Paycove when a lead reaches a specific stage of your Streak pipeline. Now you can focus closing more deals.
Manually creating quotes or invoices slows you down in critical moments of a sale. This integration will automatically create a quote or invoice in Paycove when a lead reaches a specific stage of your Streak pipeline. Now you can focus closing more deals.
- When this happens...Updated Box
Triggers when a Field on a Box is updated.
- automatically do this!Create Invoice / Quote
Creates an invoice or quote and contact (and optional organization).
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