Vytvoření nové faktury ve Fakturoidu s daty z Raynet CRM
Vytvoření nové faktury ve Fakturoidu s daty z Raynet CRM
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Ihned po nově přijatém záznamu prostřednictvím webhooku je načten záznam v Raynet CRM a na základě těchto záznamů vytvořena nová faktura u příslušného klienta ve Fakturoidu. Pokud klient ve Fakturoidu ještě neexistuje, je tento klient nejdříve vytvořen a poté je na něj napojena faktura.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Na základě získaných dat z modulu Android vytvoří telefonát s vazbou na klienta, kontaktní osobu nebo lead.
Cancels selected invoice or uncancels previously canceled invoice.
Creates a new contact.
Creates a new recurring template.
Creates new template for invoices.
Creates a new expense.
Creates an expense payment.
Creates new invoice.
Creates a new invoice message. Messages are available only for paid plans.
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