Invoice the client right after the deal: create, send, notify the team

The scenario takes the deal data, finds or creates the client, issues the invoice, emails it out and tells the team in chat.

  • The invoice goes out at deal time, not "when someone gets around to it"
  • Clients are matched by email, so duplicate records don't pile up
  • The client email is only sent once the document is actually ready
  • The team sees each issued invoice in compass
Webhook
Set it upScriptera

How it works

To get compass notifications in devino, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: WH Receive Invoice Data
  2. Then: Code Validate Payload
  3. Then: PL Search Customer
  4. Check: IF Customer Exists
  5. If yes: Set Customer ID
  6. Then: Code Build Invoice Payload
  7. Then: PL Create Invoice
  8. Check: IF Send Email
  9. If yes: Wait PDF Generation
  10. Then: PL Send Invoice Email
  11. Then: Code Build Notification
  12. Then: SL Send Notification
  13. Then: Set Output Response
  14. Check: IF Has Notification Email
  15. If yes: GM Send Notification
  16. If no: PL Create Customer

You can launch this compass + devino integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios