Create quotes/invoices in Printavo for new contacts in Wealthbox CRM
Effortlessly manage your invoicing process when adding new contacts to Wealthbox CRM by setting up this seamless workflow. Once activated, each time a new contact is created in Wealthbox CRM, a quote or invoice will be generated in Printavo, streamlining your billing process and ensuring you never miss a step. Stay organized and efficient with this simple yet powerful integration.
Effortlessly manage your invoicing process when adding new contacts to Wealthbox CRM by setting up this seamless workflow. Once activated, each time a new contact is created in Wealthbox CRM, a quote or invoice will be generated in Printavo, streamlining your billing process and ensuring you never miss a step. Stay organized and efficient with this simple yet powerful integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Quote/Invoice
Creates a new quote/invoice.
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