Connect Paycove to Redtail CRM and automate any workflow
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Quickly connect Paycove to Redtail CRM with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Deal Created
Triggers when a new invoice or quote is added to Paycove.
Try It - Partial Payment Paid
Triggers when a scheduled payment is paid by customer or marked paid by admin.
Try It - Manually Send Deal
Triggers when deal is manually pushed from Paycove.
Try It - Activity Created
Triggers when a new activity is created in your database.
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- Invoice Paid
Triggers when an invoice is paid or marked paid by admin.
Try It - Quote Accepted
Triggers when the quote was accepted by user or marked accepted by admin.
Try It - Quote or InvoiceRequired
- NameRequired
- Contact Id
- Contact Name
- Contact Email
- Organization Id
- Organization Name
- Organization Street Address
- Organization City
- Organization State or Region
- Organization Country
- Organization Postal Code
- NameRequired
- SKU
- QuantityRequired
- PriceRequired
- Tax
- Amount off
- Percent off
- Description
- Activity Deleted
Triggers when an activity is deleted in your database.
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