Eric Greenspan - Chief Clever Officer at 74systems.com
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Hi Alan Open the contact, scroll to the bottom of the about tab until you see the organization link. Hover over it and click the trash can. Eric Greenspan Chief Clever Officer 74Systems.com Discl...
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Hi Oikos Much of my practice is dedicated to building and managing membership sites on Wordpress. That said, you’d need to share more about what you seek from insightly in terms of integration. I ...
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Sweet. I just built a Zap that "updates" insightly contact info from a gravity form. It's life changing. Keep in touch. Eric Greenspan Chief Clever Officer 74Systems.com Disclaimer: I'm not an empl...
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Hi Kelly, Add a "step" in the zap to send an email after the new contact step. I do this often. You can make the lights blink too and play a song. Zaps have a ton of flexibility.
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Thanks Dan. But please note, this isn't a major change. I think it was missed perhaps? The QBO integration is fantastic but most use Sales Receipts in some capacity when getting paid on the sale da...
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Most ecommerce companies use sales receipts if the invoice was created by Woo or Big or Shopify, etc. QBO integration is useless for me without this feature. Any news on this?
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Nora, Why not? I also have this problem. Most ecommerce companies use sales receipts if the invoice was created by Woo or Big or Shopify, etc. QBO integration is useless for me without this feature.
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Hi Carltoncapps45, I'm a fan of Google for the following reasons: 1. It works with anything; 2. The integration seems to be more useful with most apps (insightly included); 3. It's lightweight and ...
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Robert ^^^David is quite skilled and a nice human. He'll take great care of your needs.
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I get paid in advance and by subscription each month via Woocommerce on my website and that Zaps over to QBO. I don't forecast however.
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