Bind ERP + Projekly Integration

Connect Bind ERP to Projekly in 1 click

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Popular Bind ERP + Projekly Workflows

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Projekly + Bind ERP Integration

Create Bind ERP prospect for new Projekly client

In order to keep your accounting and customer records in sync, when you create a client in Projekly, this automation will automatically create a prospect in Bind ERP.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Projekly and Bind ERP!
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Bind ERP + Projekly Integration

Create Projekly task for new Bind ERP prospect

If you're using Bind ERP and Projekly to manage your work, you'll want to make sure that prospect-creation task are automatically created in Projekly. That way, you can easily keep track of who owes you what and when they're supposed to pay!
Bind ERP + Projekly Integration

Create Projekly client for new Bind ERP prospect

If you are using Bind ERP, then you may want to also use Projekly to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, a corresponding client will be created in Projekly.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Bind ERP + Projekly Integration

Create Projekly task for new Bind ERP invoice

If you use Bind ERP to manage your invoice, you can also use Projekly to create and manage task associated with those invoice. Creating a task in Projekly will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Create Your Own Bind ERP & Projekly Integration Without Any Code

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Bind ERP + Projekly Integration
1.
  • Bind ERP
    Quote is created in Bind ERP
  • Bind ERP
    Prospect is created in Bind ERP
  • Bind ERP
    Invoice is created in Bind ERP
  • Bind ERP
    Product is created in Bind ERP
  • Bind ERP
    Activity is scheduled in Bind ERP
  • Bind ERP
    Inventory is updated in Bind ERP
  • Projekly
    Product is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Client is created in Projekly
2.
  • Bind ERP
    Create prospect in Bind ERP
  • Bind ERP
    Create activity in Bind ERP
  • Projekly
    Update product in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create task in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
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Integrate Bind ERP & Projekly In 1 Click
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