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DParisi
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Member since ‎Mar 7, 2022
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Daniel Parisi

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DParisi on November 07, 2024
Custom Code Actions - extracting first three digits from a phone number string
Hi everyone, I am currently trying to get the first three digits from a phone number property in CRM. I need the first three digits of the phone numbers to build a report breaking down call to connect ratios by country. Therefore I was trying to cre read more
Reply Discussion Custom Code Actions Format Data Actions Programmable Automation
0 upvote
1 Reply
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
677 upvotes
184 Replies
DParisi
Member
March 31, 2022
Highly needed and would be appreciated if this is shipped as promised, latest early Q2
NilsK on January 02, 2020
Automatic adding of TAX (VAT) when creating quotes
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
Reply Idea Products & Quotes
561 upvotes
213 Replies
DParisi
Member
March 07, 2022
Yeah this is basic and crucial. Also without this we are not able to use the Stripe integration in a way that makes sense
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