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Paycove + Streak

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.

  1. When this happens...
    StreakStreak
    Updated Box

    Triggers when a Field on a Box is updated.

    TriggerInstant
  2. automatically do this!
    PaycovePaycove
    Create Invoice / Quote

    Creates an invoice or quote and contact (and optional organization).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PipelineRequired

    Trigger
    Instant
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    • Stage

    • Field

    • PipelineRequired

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    • PipelineRequired

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    Instant
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    • PipelineRequired

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    Instant
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    • Stage

    • PipelineRequired

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    Instant
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    • PipelineRequired

    Trigger
    Instant
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    • Team KeyRequired

    Trigger
    Instant
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    • TeamRequired

    Trigger
    Instant
    Try It
paycove logo
paycove logo

About Paycove

Paycove is a quoting, invoicing, and payments platform.

Related categories

  • Proposal & Invoice Management
streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
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