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QuickBooks
Sangam CRM
Actions and Triggers
When this happensTriggers
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
New Lead Created
Trigger when new lead is created
New Contact Created
Trigger when new contact is created
New Opportunity Created
Triggerv when new opportunity is created
Do thisActions
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Account
Creates a new account.
Create a new lead
Creates a new lead in Sangam CRM.
Create an opportunity
Adds a new opportunity Sangam CRM.
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Frequently Asked Questions
About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn MoreAbout Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
Learn More