Create invoices in Quaderno for new contacts in Wealthbox CRM
Effortlessly manage your invoicing process with this seamless integration between Wealthbox CRM and Quaderno. Whenever a new contact is added in Wealthbox CRM, an invoice will be created in Quaderno, saving you valuable time and ensuring accurate billing. Keep your financial records up-to-date and stay focused on growing your business with this efficient and modern workflow.
Effortlessly manage your invoicing process with this seamless integration between Wealthbox CRM and Quaderno. Whenever a new contact is added in Wealthbox CRM, an invoice will be created in Quaderno, saving you valuable time and ensuring accurate billing. Keep your financial records up-to-date and stay focused on growing your business with this efficient and modern workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Invoice
Create a Quaderno Invoice.
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