Generate and send invoices in Google Docs and notify in Slack for new policies in AgencyZoom
Generate and send invoices in Google Docs and notify in Slack for new policies in AgencyZoom
Generate invoices for new policies sold in AgencyZoom by looking up line items in Google Sheets, creating a document from a template in Google Docs, and notifying your team via Slack for faster billing and improved cash flow.
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Overview
Generate invoices for new policies sold in AgencyZoom by looking up line items in Google Sheets, creating a document from a template in Google Docs, and notifying your team via Slack for faster billing and improved cash flow.