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Triggered when a new Document is created in Easybill.
Triggered when an project is updated in Easybill.
Triggered when a new Project is created in Easybill.
Triggered when an project is deleted in Easybill.
Triggered when a new Task is created in Easybill.
Triggered when a Task is updated in Easybill.
Create a customer in a accout
Delete a Customer from account
Update a customer in a account.
Creates Customer Groups in a account.
Delete a customer group from account.
Updates Customer Group in a account.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn MoreInsightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
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