Freshsales Classic integration with Paycove
How to Create Paycove invoices for new deals in Freshsales
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Paycove invoices for new deals in Freshsales" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Paycove integrations
Paycove actions
Nekton can use any feature that is available in Paycove API.
Using our advanced AI, you can easily create custom automations for Paycove.
Here are some typical actions you can do in your automated workflows.
Create Invoice / Quote
Creates an invoice or quote and contact (and optional organization).
Deal Created
Triggers when a new invoice or quote is added to Paycove.
Partial Payment Paid
Triggers when a scheduled payment is paid by customer or marked paid by admin.
Manually Send Deal
Triggers when deal is manually pushed from Paycove.
Invoice Paid
Triggers when an invoice is paid or marked paid by admin.
Quote Accepted
Triggers when the quote was accepted by user or marked accepted by admin.
About Paycove
Paycove is a quoting, invoicing, and payments platform.