101 Product Orders - Carrie NEW & Improved

“This zap is the most used zap, it creates an opportunity in Insightly when a product order is placed through Caspio. It sends a confirmation email to the partner and customer, it creates the customer and attaches to the opportunity. It moves data from the order to the customer fields in the opportunity. If they indicate they are interested in payments or payroll, it will create another opportunity and send an email to the client/partner and our Intuit rep.”