Send messages in Quo for new ServiceTrade invoices
Stay informed about new invoices and streamline your communication process with this seamless workflow. When a new invoice is created in ServiceTrade, a message will be sent via Quo, keeping you and your team in the loop. This automation ensures you're always aware of billing updates and can respond accordingly without any manual effort.
Stay informed about new invoices and streamline your communication process with this seamless workflow. When a new invoice is created in ServiceTrade, a message will be sent via Quo, keeping you and your team in the loop. This automation ensures you're always aware of billing updates and can respond accordingly without any manual effort.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Send a Message
Sends a new message via OpenPhone.
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New Attachment
Triggers when a new attachment is created.
Try ItNew Comment
Triggers when a new comment is added to a company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try It