Create new Pipedrive deals from new Bind ERP invoices
Ensure every new invoice generated in Bind ERP is efficiently managed with this integration that creates corresponding deals in Pipedrive. Instead of manually filling information for every transaction, this workflow automatically captures the details from each new invoice and makes a deal in Pipedrive. This saves time, eliminates the need for double entry and maintains a streamlined sales process. Better utilize your resources by letting this automated process handle the tedious tasks.
Ensure every new invoice generated in Bind ERP is efficiently managed with this integration that creates corresponding deals in Pipedrive. Instead of manually filling information for every transaction, this workflow automatically captures the details from each new invoice and makes a deal in Pipedrive. This saves time, eliminates the need for double entry and maintains a streamlined sales process. Better utilize your resources by letting this automated process handle the tedious tasks.
- When this happens...New Invoice
Triggers when a new Invoice is created.
- automatically do this!Create Deal
Creates a new deal.
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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