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Order Process with Zapier (New Customer (Order Supplies or A4 Printers…
Order Process with Zapier
New Customer
Order Supplies
or A4 Printers
Phone
Add, Manual
Pipedrive
Create Proposal
PandaDoc
Customer Accepts Order
Zapier, Adds
items to Shopify Order
2 more items...
Zapier, Bi-Directional
Contact Sync
Email
In Person
Website
Shopify
Zapier, Adds items
to invoice
Quickbooks
Generate Invoice, submit
Order Processed,
Automated
Fulfillment
Randmar
Delivery of Items
Customer Order Completed
Synnex
123 Ink
Ingram Micro
Order A3
Printers
In Person
Email
Phone
Add to CRM
Pipedrive
Create Proposal
PandaDoc
Customer Accepts Order
Customer Signs
Lease Agreement
2 more items...
Zapier, list
Deal as Won
1 more item...
Submit Pre-Approval
Request to RCAP