Bind ERP + Pipedrive
Attach new files in Pipedrive when new quotes are created in Bind ERP
Manage your sales process more efficiently with this Bind ERP and Pipedrive workflow. When a new quote is created in Bind ERP, a file will be attached in Pipedrive, helping you to keep your documentation up to date and easily accessible. Increase your productivity and ensure nothing slips through the cracks, right when it happens.
Manage your sales process more efficiently with this Bind ERP and Pipedrive workflow. When a new quote is created in Bind ERP, a file will be attached in Pipedrive, helping you to keep your documentation up to date and easily accessible. Increase your productivity and ensure nothing slips through the cracks, right when it happens.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Attach File
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
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New Invoice
Triggers when a new Invoice is created.
Try ItNew Activity
Triggers when a new activity is scheduled on the calendar.
Try ItNew Quote
Triggers when a new quote is created.
Try ItTitleRequired
CommentRequired
Start DateRequired
End DateRequired
Event TypeRequired
Is PublicRequired
Is RepeatableRequired
Repetitions
Repeat Interval
Repeat Interval Length
