Popular Grist + easybill Workflows
Create easybill contact for new Grist record
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create easybill task for new Grist record
However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in easybill is to use this Grist - easybill integration. Using this integration, you can create a new task in easybill that will be automatically populated with data from a new record in a Grist.
This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
When Record is created in Grist > Check any condition > Create contact in easybill
When Record is created in Grist > Check any condition > Create Customer in easybill
When Record is created in Grist > Check any condition > Create customer group in easybill
When Document is updated in easybill > Search record in Grist > Check any condition > Update record in Grist
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Grist is a fully featured data management and reporting platform. From basic storage and querying to advanced charting and dashboards - all in one place.
See Grist Integrationseasybill is an invoicing solution with an intuitive interface, legal compliance, and customizable templates. It helps you manage orders, automate recurring invoices, and stay organized with project and task management.
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