Flowlu + Vectera Integration

Automatically generates and add a new item to an invoice

Automatically creates a new task

Automatically updates the task with new information or changes

Automatically searches for a task

Automatically removes a particular task

Automatically searches for a core user

Automatically creates a new instance of the support system

Automatically updates the opportunity details as needed

Automatically searches for a opportunity

Automatically adds new email addresses to the CRM account for streamlined contact management

Automatically searches for a CRM account

Retrieve a CRM account by its ID

Automatically finds and retrieves contact information

Automatically scan email inbox for keywords or sender

Automatically finds and retrieves information about a organization

Automatically removes a opportunity from the system

Automatically updates an email to a CRM account

Automatically deletes the selected email from the CRM account

Automatically retrieves an email by its ID

Automatically retrieves project information using the project ID

Automatically retrieves a task using its ID

Automatically retrieves a opportunity's details by its ID

Automatically removes a contact from the CRM

Automatically adds a new contact to the database

Automatically updates contact information with new details

Automatically creates a new project

Automatically updates project information

Automatically searches for a project

Automatically removes a project from the system

Automatically generates a new invoice

Automatically updates organization information

Automatically adds a new contact to the contact list

Automatically categorize CRM account with relevant tag

Automatically assigns tags to AgileCRM issues for better organization and tracking

Automatically generates invoices and send them to clients

Automatically deletes the designated meeting room from the system

Automatically revise the meeting room details

Automatically resets a meeting room