Attio + Markate
Manage new Markate estimates by creating or updating records in Attio
When a new estimate is produced in the Markate app, this workflow ensures your Attio records stay current. It initiates the creation or updating of a record in Attio each time a fresh estimate appears in Markate. This automation not only maintains consistency across your business platforms but also saves valuable time and eliminates redundancy. Stay on top of your business data with this seamless workflow system.
When a new estimate is produced in the Markate app, this workflow ensures your Attio records stay current. It initiates the creation or updating of a record in Attio each time a fresh estimate appears in Markate. This automation not only maintains consistency across your business platforms but also saves valuable time and eliminates redundancy. Stay on top of your business data with this seamless workflow system.
- When this happens...New Estimate
Triggers when an estimate is added, also filter estimates by status and customer.
- automatically do this!Create or Update Record
Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.
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