Are you looking for a way to keep track of your sales process and create task for yourself in Invoice Ninja? If so, you'll be glad to know that you can use Kanban Tool to create checklist of the steps in your sales process, and then create task in Invoice Ninja for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
When you create a new client in Invoice Ninja, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your client's information and keep everything organized.
You can customize your Kanban Tool board however you like, and add as many tasks as needed to track the progress of your client's information. Stay organized and efficient with Invoice Ninja and Kanban Tool!
You Can Also Connect Invoice Ninja or Kanban Tool With 1400+ Other Apps
Invoice Ninja
With Invoice Ninja, you can create and send invoices to your customers in a few simple steps. You can choose from hundreds of invoice templates or build your own from scratch. And it's all free!
Kanban Tool is a smart visual project management application that helps your team get work done faster. It reduces waste, improves workflow and enables real-time collaboration - all in a single place.