Pentroy + umsatz.io
Modify the stage of updated deals in umsatz.io and import contacts in Pentroy
Update your client interactions seamlessly with this workflow. When you modify the stage of a deal in umsatz.io, the client's contact information is immediately imported into Pentroy. Easily manage your evolving client relationships, keeping business operations smooth and efficient. This convenient process saves you valuable time and reduces the chance of errors in data entry.
Update your client interactions seamlessly with this workflow. When you modify the stage of a deal in umsatz.io, the client's contact information is immediately imported into Pentroy. Easily manage your evolving client relationships, keeping business operations smooth and efficient. This convenient process saves you valuable time and reduces the chance of errors in data entry.
- When this happens...Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
- automatically do this!Import Contact
Import contacts
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Modify a Contact Property
Triggers when a contact property is filled or edited.
Try ItNew Activity
Triggers when a user tracks a new call in the app.
Try ItNew Deal
Triggers when a new deal is created in the system.
Try ItModify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Try It
Modify a Deal Property
Triggers when a deal property is filled or edited.
Try ItNew Contact
Triggers when a new contact is created in the system.
Try ItNew Form Submission
Triggers when a new form is submitted in the system.
Try ItAppend values for multiselect fields instead of replacing them?
Note (optional)