by INTEG Team | Nov 12, 2024 | Manuals, Payments
Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be daunting, especially when it comes to recurring invoices. But worry no more! With the auto payment feature in our recurring templates, you can ensure...
by INTEG Team | Nov 8, 2024 | Administración, Emprendimiento, Español, Negocios
Un CRM personalizado se adapta a las necesidades, procesos y objetivos únicos de tu empresa, con características y funciones ajustadas a tus requisitos específicos. A diferencia del software CRM estándar, que generalmente limita la personalización y puede no ajustarse...
by INTEG Team | Oct 23, 2024 | Automation, Manuals
Overview The Workflow Notes, Action Notes, and Sticky Notes feature in Integ provide users with a convenient way to add context, comments, or critical information directly within workflows. These tools enhance collaboration, streamline...
by INTEG Team | Oct 23, 2024 | Automation, Manuals
What is Automation Workflow? Automation workflow refers to a series of defined, repeatable steps or processes through which a piece of work passes from initiation to completion. Workflows can be sequential, with each step dependent on the completion of the previous...
by INTEG Team | Oct 23, 2024 | Automation, Manuals
This guide will help you set up workflow triggers for new reviews from Facebook and Google, allowing you to automate actions based on review details. Overview This ‘Review Received’ trigger is contactless, meaning the reviews are not linked to any specific...