Join It + Firmao Integration

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Popular Join It + Firmao Workflows

Create Firmao task for new Join It payment

When you make a payment in Join It, be sure to create a task in Firmao! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!

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Create Firmao task for new Join It memberships

In Join It, when you create a memberships, it automatically creates a task in Firmao for that memberships. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular memberships on their memberships profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

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Membership is created in Join It Instant
Membership is updated in Join It Instant
Payment is created in Join It Instant
Membership is renewed in Join It Instant
Membership goes into inactive status in Join It Instant
Customer is created in Firmao
Task is created in Firmao

Create customer in Firmao
Create task in Firmao

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750 Tasks

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Integrate Join It & Firmao In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Join It & Firmao with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Join It & Firmao With 1100+ Other Apps

Join It automates your tasks and scales with business. It has all the tools and features to streamline your work and keep everyone on the same page.

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Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!

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