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Hey! I'm envisioning pulling info from the CRM to create the CompanyCam invoice. That way I can have an invoice premade in CompanyCam ready to go for the PMs before they start the final walkthrough. My CRM is already integrated with CompanyCam, so the project link is quite simple. On the...

Often times, my PMs are collecting final payment on site with our customers. Right now, they are manually filling invoice details from our CRM, including description and payment amount. I would love the ability to create invoices from Zapier or the API so I can eliminate this manual error prone...