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Workflow Automation Basics

Systems

  • Teamwork CRM - deals, companies, contacts
  • Invoiced - AR automation

Use Case

Our client needs to speed up their CRM opportunity conversion to $ cycle and eliminate duplicate data entry. When an opportunity enters a certain stage, their potential customer will receive an invoice to pay. Once the invoice is paid, the opportunity will be updated and kick off customer onboarding.

Integration Tools

  • Logic Apps