Bind ERP + noCRM.io

Create new noCRM.io leads from new quotes in Bind ERP

New quotes in Bind ERP can swiftly turn into potential business opportunities with this workflow. When a new quote is generated in Bind ERP, it immediatelly takes that information to create a lead in noCRM.io. It ensures that no potential customer is overlooked, optimizes lead management, and enhances your upcoming sales potential. Use this automation to streamline your sales process and keep track of all potential leads in one place.

When this happens...
New Quote
Triggers when a new quote is created.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

New Invoice
Triggers when a new Invoice is created.
Trigger
Instant
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New Activity
Triggers when a new activity is scheduled on the calendar.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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- TitleRequired
- CommentRequired
- Start DateRequired
- End DateRequired
- Event TypeRequired
- Is PublicRequired
- Is RepeatableRequired
- Repetitions
- Repeat Interval
- Repeat Interval Length
Action
Write
- Event Name
- User
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Status Event NameRequired
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Status Event NameRequired
Trigger
Instant
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- LeadRequired
- User Email
Action
Write
- LeadRequired
- New Lead's TitleRequired
Action
Write
- LeadRequired
- Step NameRequired
Action
Write
- LeadRequired
- CommentRequired
Action
Write
- LeadRequired
- Tag NamesRequired
Action
Write
- LeadRequired
- AmountRequired
- Probability (0-100)
Action
Write
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
Action
Search
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Creation date
- Step Name
Action
Search or write

New Product
Triggers when a new product is added.
Trigger
Instant
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New Prospect
Triggers when a new prospect is created.
Trigger
Instant
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Update Inventory
Triggers when a product's Inventory is updated.
Trigger
Instant
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- NameRequired
- Company
- Email
- Comments
- Phone
- Phone Extension
- Is Public
Action
Write
- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
Try It
- Event NameRequired
Trigger
Instant
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- Event Name
- Step Event NameRequired
Trigger
Instant
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- Event Name
Trigger
Instant
Try It
- Event Name
- Prospecting list
Trigger
Instant
Try It
- LeadRequired
- Attachment nameRequired
- AttachmentRequired
Action
Write
- Item ID (Lead or Prospect)Required
- Simplified API pathRequired
Action
Write
- Unassigned Explanation
- LeadRequired
- StatusRequired
Action
Write
- LeadRequired
- ActivityRequired
- Comment
Action
Write
- Prospecting ListRequired
Action
Write
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- LeadRequired
- Estimated closing dateRequired
Action
Write
- TitleRequired
Action
Search

About Bind ERP

Bind ERP is a management system that allows SMBs to take control of their business in an easy, accessible manner.

Related categories

Accounting

About noCRM.io

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new noCRM.io leads from new Bind ERP invoices

Related Zap Templates

Create new noCRM.io leads from new Bind ERP invoices

Bind ERP + noCRM.io

Create new noCRM.io leads from new quotes in Bind ERP

New Invoice

New Activity

New Quote

Create Activity

New Lead Assigned

New Lead Content or Title Changed

New Email Received From a Lead

New Lead Status Changed To...

New Unassigned Lead

New Lead

New Task Status Changed To...

Assign Lead

Change Lead's Title

Change Step

Add Comment

Add Tags

Set Amount and Probability

Find Lead

Find or Create Lead

New Product

New Prospect

Update Inventory

Create Prospect

New Lead Comment

New Deleted Lead

New Manual Trigger

New Lead Step Changed To...

New Client Folder

New Prospect Created...

Add Attachment

Call Simplified API

Change Status

Log an Activity

Create Prospect

Create Lead

Set the Estimated Closing Date

Find a Prospecting List

About Bind ERP

Related categories

About noCRM.io

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates