Bind ERP + Filestage Integration

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Bind ERP + Filestage Integration
1.
  • Bind ERP
    Quote is created in Bind ERP

    Triggers the automation whenever a new quote is created

  • Bind ERP
    Prospect is created in Bind ERP

    Triggers the automation whenever a new prospect is added

  • Bind ERP
    Invoice is created in Bind ERP

    Triggers the automation whenever any invoice is added or modified

  • Bind ERP
    Product is created in Bind ERP

    Triggers the automation whenever a new product is created

  • Bind ERP
    Activity is scheduled in Bind ERP

    Triggers the automation whenever a activity is scheduled

  • Bind ERP
    Inventory is updated in Bind ERP

    Triggers the automation whenever the inventory levels change

  • Filestage
    File is created in Filestage

    Triggers the automation whenever a particular action in the workflow fails

  • Filestage
    File is approved in Filestage

    Triggers the automation whenever a particular action in the workflow fails

  • Filestage
    Review decision is submitted in Filestage

    Triggers the automation whenever a review decision is submitted

  • Filestage
    Project is created in Filestage

    Triggers the automation whenever a new project is created

  • Filestage
    Step is created in Filestage

    Triggers the automation whenever a new step is created

2.
  • Bind ERP
    Create prospect in Bind ERP

    Automatically generates a new porspect

  • Bind ERP
    Create activity in Bind ERP

    Automatically generates a new activity or task

  • Filestage
    Create project in Filestage

    Automatically creates a new project

  • Filestage
    Upload file in Filestage

    Automatically uploads a file to the particular location

  • Filestage
    Create step in Filestage

    Automatically generates a new step in the workflow

  • Filestage
    Add reviewer to step in Filestage

    Automatically assigns a reviewer to a step in the workflow

  • Filestage
    Create comment in Filestage

    Automatically generates a new comment

  • Filestage
    Archive/Unarchive project in Filestage

    Automatically manage project archiving and unarchiving based on pre-defined criteria

  • Filestage
    Move file to step in Filestage

    Automatically move a file to a step in the workflow

  • Filestage
    Create folder in Filestage

    Automatically creates a new folder in the designated location

  • Filestage
    Search comment by file in Filestage

    Automatically searches for comments by file

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