LeadConnector + Mobile Tech RX
Update LeadConnector contacts when new Mobile Tech RX invoices are closed
Streamline your lead management process by connecting Mobile Tech RX with LeadConnector. When an invoice is closed in Mobile Tech RX, this workflow updates or adds a new contact in LeadConnector. It's a simple and efficient way to ensure your customer information stays up-to-date, eliminating manual data entry and enabling you to focus more on growing your business.
Streamline your lead management process by connecting Mobile Tech RX with LeadConnector. When an invoice is closed in Mobile Tech RX, this workflow updates or adds a new contact in LeadConnector. It's a simple and efficient way to ensure your customer information stays up-to-date, eliminating manual data entry and enabling you to focus more on growing your business.
- When this happens...Invoice Closed
Triggers when an invoice is closed.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Client Created
Triggers when a client is first created.
Try ItClient Created/Updated
Triggers when major changes occur to a client, including creation.
Try ItEstimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
Try ItEstimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Try It
