Infinity + Pensight
Create new Infinity items when new orders are submitted in Pensight
Streamline your order management with this workflow. When a client submits an order in the Pensight app, a new item is instantly created in the Infinity app. This automated process ensures real-time order tracking and simplifies the task of manually entering information, allowing you to focus on fulfilling orders and servicing your clients. Experience the efficiency of having your business tools communicate seamlessly.
Streamline your order management with this workflow. When a client submits an order in the Pensight app, a new item is instantly created in the Infinity app. This automated process ensures real-time order tracking and simplifies the task of manually entering information, allowing you to focus on fulfilling orders and servicing your clients. Experience the efficiency of having your business tools communicate seamlessly.
- When this happens...Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
- automatically do this!Create a New Item
Creates a new item in a specific workspace, board and folder.
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New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Try ItA User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Try ItWorkspaceRequired
BoardRequired
FolderRequired
Try ItWorkspaceRequired
BoardRequired
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Attributes
Try It