Deal won in Clientify: customer and invoice in Holded
When you win a deal in Clientify, the customer and a draft invoice are created in Holded.
SalesInvoicingInvoicing
How it works
Connect sales and invoicing: when you mark a deal as won in Clientify, Calibra creates the customer in Holded and a draft invoice for the deal amount, ready to review and issue.
- Simulate it before it goes live
- Adjust any step in the visual editor
- One credit per run
Apps in this workflow
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