Deskera + Plecto Integration

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Create Your Own Deskera & Plecto Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Deskera
Triggers the automation when a new contact is created
CRM Contact is created in Deskera
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
Instant
Product is created in Deskera
Triggers the automation when a new product is created
Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Instant
Payment entry is created in Deskera
Triggers the automation when a payment entry is created

Search invoice in Deskera
Searches for an invoice
Create payment entry in Deskera
Creates a new payment entry
Create contact in Deskera
Adds a new contact to the database
Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
Create crm contact in Deskera
Search contact in Deskera
Finds and retrieves contact information
Search CRM contact in Deskera
Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
Search product in Deskera
Searches for a product
Create product in Deskera
Generates and launch new products
Create account in Deskera
Generates a new account
Search account in Deskera
Searches for account information
Create quotation in Deskera
Generates a new quotation with predefined details
Update contact in Deskera
Updates contact information with new details
Create new registration in Plecto
Creates a new registration

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Want to automate something else in your workflow?

You Can Also Connect Deskera or Plecto With 1200+ Other Apps

Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.

See Deskera Integrations

Plecto is a sales and customer service performance management solution that helps you identify the reasons behind low productivity, find ways to improve it and ultimately help your employees achieve their targets every month.

See Plecto Integrations