Trigger activity in webCRM, filter conditions, format date, and create or update activity in webCRM

Create or update activities in webCRM to send invoices for month agreements based on specific conditions. This ensures timely follow-up and effective management of contract expirations, improving cash flow and client relations.

Trigger activity in webCRM, filter conditions, format date, and create or update activity in webCRM

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Overview

Create or update activities in webCRM to send invoices for month agreements based on specific conditions. This ensures timely follow-up and effective management of contract expirations, improving cash flow and client relations.

Trigger activity in webCRM, filter conditions, format date, and create or update activity in webCRM