Update Billit customers when Microsoft Dynamics 365 CRM contacts change
Keep your customer records up-to-date across platforms with this efficient automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow automatically creates a new customer in the Billit app. Save time and ensure consistency between your CRM and billing systems with a seamless integration.
Keep your customer records up-to-date across platforms with this efficient automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow automatically creates a new customer in the Billit app. Save time and ensure consistency between your CRM and billing systems with a seamless integration.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Customer
This action will create a customer in Billit
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