Paycove + Zoho CRM
Create invoices / quotes in Paycove for new contacts in Zoho CRM
Save time and streamline your invoicing process with this automation. When a new contact is added to your Zoho CRM, it will create an invoice or quote in Paycove for them. This ensures a seamless transition and on-time billing, increasing your efficiency and allowing you to focus on growing your business instead of manual tasks.
Save time and streamline your invoicing process with this automation. When a new contact is added to your Zoho CRM, it will create an invoice or quote in Paycove for them. This ensures a seamless transition and on-time billing, increasing your efficiency and allowing you to focus on growing your business instead of manual tasks.
- When this happens...New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Create Invoice / Quote
Creates an invoice or quote and contact (and optional organization).
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
