Paycove + SharpSpring

Create Paycove quotes from new opportunities in SharpSpring

Choose to have a quote or invoice created in Paycove when a new SharpSpring opportunity is created.

When this happens...
New Opportunity
A new Opportunity is created in SharpSpring.
TriggerPolling
automatically do this!
Create Invoice / Quote
Creates an invoice or quote and contact (and optional organization).
ActionWrite

New Account
A new Account is created in SharpSpring.
Trigger
Polling
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New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
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New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
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- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

Deal Created
Triggers when a new invoice or quote is added to Paycove.
Trigger
Instant
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Partial Payment Paid
Triggers when a scheduled payment is paid by customer or marked paid by admin.
Trigger
Instant
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Manually Send Deal
Triggers when deal is manually pushed from Paycove.
Trigger
Instant
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New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
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New Lead
When a lead has been created in sharpspring.
Trigger
Polling
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
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- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write
Invoice Paid
Triggers when an invoice is paid or marked paid by admin.
Trigger
Instant
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Quote Accepted
Triggers when the quote was accepted by user or marked accepted by admin.
Trigger
Instant
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- Quote or InvoiceRequired
- NameRequired
- Contact Id
- Contact Name
- Contact Email
- Organization Id
- Organization Name
- Organization Street Address
- Organization City
- Organization State or Region
- Organization Country
- Organization Postal Code
- NameRequired
- SKU
- QuantityRequired
- PriceRequired
- Tax
- Amount off
- Percent off
- Description
Action
Write