Popular easybill + Plutio Workflows
Create easybill task for new Plutio task
For example, one software might be better for tracking tasks and deadlines, while another might be better for managing finances. By using both software, businesses can ensure that all aspects of their projects are being effectively managed. But of course, using two different project management software can also be challenging, as it requires careful coordination between the two systems.
This is where Plutio - easybill integration come to your rescue. It automatically creates a new task in easybill whenever a new task is created in Plutio. This way, you can be sure that all your tasks are being tracked and managed effectively, without having to waste time manually transferring data between the two systems.
Create easybill contact for new Plutio proposal
But what if you could automatically create a contact in easybill each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new contact in easybill.
Create easybill contact for new Plutio person
Create easybill task for new Plutio proposal
This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
When Task is updated in Plutio > Check any condition > Create contact in easybill
When Task is updated in Plutio > Check any condition > Create Customer in easybill
When Task is updated in Plutio > Check any condition > Create customer group in easybill
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easybill 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.
See easybill IntegrationsWork smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!
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