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MLerne
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Member since ‎Sep 13, 2023
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MICHAEL Lerner

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Activity

MLerne
Participant
June 30, 2024
Reply to [Live] Custom Invoice Fields now Available in Commerce Hub
That's excellent. What about for Subscriptions that get ongoing invoices? Is there a way to create the Custom Invoice property and associate i...read more
MLerne
Participant
November 15, 2023
Reply to Quote Status as an automation filter/trigger
I also used the Quote Status in a workflow and every field came up as APPROVAL_NOT_NEEDED...
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MLerne on September 13, 2023
Dropbox Sign Integration
I'm using Dropbox sign. How do I find the object and properties that show up in my Activity feed from Dropbox Sign so I can use them in a workflow. For example. Dropbox Sign Document was Viewed. Dropbox Sign All Signers Completed... as a Trigger read more
Reply Discussion Documents Integrations
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MLerne
Participant
September 13, 2023
Reply to Add contact/company and deal properties in dropbox/hellosign
I'm also using Dropbox sign. How do I find the properties that show up in my Activity feed from Dropbox sign so I can use them in a workflow. For exa...read more
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