Sledování a stahování faktur z Fakturoidu, uložení záznamu o faktuře v Raynet CRM
About
V nastavených intervalech Make kontroluje, zda byla vytvořena nová faktura ve Fakturoidu. Pokud ano, je vytvořena nová faktura u klienta, k jemuž patří, v Raynet CRM.
Apps Included
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Every time a new invoice is created in Fakturoid, Make will automatically add it to a specified Google Sheets spreadsheet as a new row. The template uses a spreadsheet created according to this example.
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 new template for invoices.
Creates a new expense.
Creates new invoice.
Deletes selected contact.
Deletes template by its ID.
FAQ