Vytvoření nové faktury ve Fakturoidu s daty z Raynet CRM

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Apps used in template

About

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.

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Create your own workflow

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Automatické vytváření hovorů

Na základě získaných dat z modulu Android vytvoří telefonát s vazbou na klienta, kontaktní osobu nebo lead.

Action

Cancel / Undo Cancel an Invoice

Cancels selected invoice or uncancels previously canceled invoice.

Action

Create a Contact

Creates a new contact.

Action

Create a Template

Creates new template for invoices.

Action

Create an Expense

Creates a new expense.

Action

Create an Invoice

Creates new invoice.

Action

Custom mailhook

Triggers when mailhook receives data.

Trigger, Instant

Custom webhook

Triggers when webhook receives data.

Trigger, Instant

Delete a Contact

Deletes selected contact.

Action

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