Synchronization of documents in Bitrix24 with Holded
There is an online system called Holded where essentially all the accounting part is done, invoices are issued, the bank is connected, etc.
There is Bitrix24 where this is not available, but there is a CRM part.
It is necessary to synchronize documents primarily in Bitrix. Both systems can be synchronized through Zapier somehow.
Which documents:
- Invoice -
- quotation (similar to an invoice, slightly more detailed)
- Invoice
- Waybill
- Supplier order
- Production order
Then it will be necessary to set up the process of working with these documents
Details are discussable…
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Вітаю, Ігор.
В Б24 ці документи з Холдед навіщо? Що саме ви плануєте з ними робити в ЦРМ? Облік в цілому ви ж в Холдед ведете?
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Привет
Вопрос как синхронизировать чтобы не делать 2 работу и перетаскивать документ в ручную
Если знаешь как это сделать подскажи
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