Create new LeadConnector opportunities each time a Printavo quote/invoice is generated
Set up this effortless automation to seamlessly manage your business workflow. Whenever a new quote or invoice is created in Printavo, it will concurrently update or add an opportunity in LeadConnector. By bridging your billing and sales app, this workflow ensures your opportunities are up-to-date, paving the way for a smooth and efficient sales process.
Set up this effortless automation to seamlessly manage your business workflow. Whenever a new quote or invoice is created in Printavo, it will concurrently update or add an opportunity in LeadConnector. By bridging your billing and sales app, this workflow ensures your opportunities are up-to-date, paving the way for a smooth and efficient sales process.
- When this happens...New Quote/Invoice
Triggers when a new order is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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