Scriptera
Pipedrive and YCLIENTS automations — Documents
Ready-made scenarios where Pipedrive and YCLIENTS work for you (documents): pick one — a copy appears in your account and runs on its own.
7 scenarios
- Updated contacts in Pipedrive — Customers in Yclients
- New records in Yclients — Updating products in Pipedrive
- New records in Yclients — Products in Pipedrive
- New customers in Yclients — Deals in Pipedrive
- Closed deals from pipedrive — an invoice in QuickBooks Online and a record in the base
- Invoices from your email — filed and logged automatically
- Invoices from email into accounting, with approval
