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Raichel.aiManaging contact information is a complex process, especially when addresses are involved. In those cases, you might use the Contact Changed trigger; however, it was incomplete. We’ve added Address fields for advanced filtering. Let's take a look at how to use them.
Raichel.aiThe channel you send Invoices or Estimates to your customers is equally as important as the timing of them. So, to make the invoice and estimate sending automation process more efficient, we’ve added a channel selector. Let's check it out!
Raichel.aiRecurring invoices help you keep track of subscriptions, so no payment goes missing. However, automating this process needed some workarounds that made it a bit difficult. With this update, recurring invoices will be natively integrated and synced with workflows.
Raichel.aiEstimates are an awesome way to move customers along and get them to acquire your services, which can be automated with your Workflows. But what if you need to make last minute changes? We’re glad to introduce that option!
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