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  • Recruit CRM logoRecruit CRM logo
  • Sage Accounting logoSage Accounting logo
  • Filter by Zapier logoFilter by Zapier logo

Recruit CRM + Sage Accounting + Filter by Zapier

Recruit CRM + Sage Accounting + Filter by Zapier

Recruit CRM + Sage Accounting integrations

Create sales invoices in Sage Accounting when new deal stages are updated to "won" in Recruit CRM

This integration will automatically create a new sales invoice in Sage Accounting every time a deal stage is updated to "won" in Recruit CRM. This is an efficient way to keep track of all your won deals while also managing the revenue numbers by automatically raising the necessary invoices for your customers!

  1. When this happens...
    Deal Stage Updated
    Deal Stage Updated
    Deal Stage UpdatedTriggers when a deal stage is updated.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this...
    Find Contact
    Find Contact
    Find ContactFinds a customer.
  4. then do this!
    Create Sales Invoice
    Create Sales Invoice
    Create Sales InvoiceCreates a new sales invoice.
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About Recruit CRM
Recruit CRM is an all-in-one ATS + CRM for recruitment agencies.
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About Sage Accounting
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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