Create persons in bexio from new or updated opportunities in Capsule CRM
Effortlessly manage your sales opportunities in Capsule CRM and keep your bexio contacts up-to-date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create a corresponding person in bexio, ensuring your contact list remains current and accurate. Streamline your CRM and accounting processes, and stay organized with ease.
Effortlessly manage your sales opportunities in Capsule CRM and keep your bexio contacts up-to-date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create a corresponding person in bexio, ensuring your contact list remains current and accurate. Streamline your CRM and accounting processes, and stay organized with ease.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Person
Create a new person.
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