Create tasks in Bonjoro when new invoices are created in Plug&Pay
Stay organized and streamline your workflow every time a new invoice is created in Plug&Pay with this automation that creates a task in Bonjoro instantly. Ideal for businesses seeking to coordinate and follow-up on every invoice systematically, it eliminates the need for manual entry and allows you to focus on more important tasks, thereby optimizing your business process.
Stay organized and streamline your workflow every time a new invoice is created in Plug&Pay with this automation that creates a task in Bonjoro instantly. Ideal for businesses seeking to coordinate and follow-up on every invoice systematically, it eliminates the need for manual entry and allows you to focus on more important tasks, thereby optimizing your business process.
- When this happens...Invoice Created
Triggers when an invoice is created.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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Affiliate Accepted
Triggers when an affiliate is accepted.
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Product groups
Trigger on recurring invoiceRequired
Try ItBonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Try ItBonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
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