Update customers in Billit when companies get updated in Copper
Effortlessly maintain synced customer records in Billit when a company gets updated in Copper using this seamless workflow. Each time a company is updated in Copper, the corresponding customer information is updated in Billit, minimizing manual data entry and ensuring up-to-date records across platforms. Experience a simplified customer database management with this easy-to-use automation.
Effortlessly maintain synced customer records in Billit when a company gets updated in Copper using this seamless workflow. Each time a company is updated in Copper, the corresponding customer information is updated in Billit, minimizing manual data entry and ensuring up-to-date records across platforms. Experience a simplified customer database management with this easy-to-use automation.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Customer
This action will create a customer in Billit
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