Connect an offered automation app to the business it should use.
1. Open the connection instructions
As the owner, go to Account menu → Integrations → Connected Apps → How to Connect.
2. Set up the app
Use the displayed Invoice Crowd entry in Zapier or Pabbly. Sign in and complete the current authorization steps, including the intended business profile.
3. Review the saved business
Return to Connected Apps. Check the app’s active status and its Business Profile. Use Change when the saved app should use a different offered business.
4. Review before enabling work
Check the trigger, action, fields, recipients, and effects in the automation service before turning on the automation. A saved connection alone does not run an intended business process.