Create new Booqable customers from new Xero contacts
Streamline customer management across your platforms with this efficient workflow. When you add a new contact in Xero, it will create a corresponding customer profile in Booqable. This saves you time on data entry, ensuring your customer records are consistent and up-to-date in both systems.
Streamline customer management across your platforms with this efficient workflow. When you add a new contact in Xero, it will create a corresponding customer profile in Booqable. This saves you time on data entry, ensuring your customer records are consistent and up-to-date in both systems.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Create Customer
Create a new customer.
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