Create or update WebFX deals when new Jobber invoices are created
Keep your deals up-to-date with this streamlined workflow. Whenever a new invoice is generated in Jobber, a corresponding deal is either created or updated in WebFX, ensuring your records remain consistent and no opportunity falls through the cracks. This eliminates the need for manual data entry and helps you focus more on closing deals and less on administrative tasks.
Keep your deals up-to-date with this streamlined workflow. Whenever a new invoice is generated in Jobber, a corresponding deal is either created or updated in WebFX, ensuring your records remain consistent and no opportunity falls through the cracks. This eliminates the need for manual data entry and helps you focus more on closing deals and less on administrative tasks.
- When this happens...New Invoice Created
Triggers when an invoice is created.
- automatically do this!Create or Update Deal
Create a deal or update it if one already exists.
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