Manage newly updated Binderr legal entity events by creating or updating companies in Scoro
Stay on top of your company data with this efficient workflow. Whenever there's a new legal entity event in Binderr, this automation promptly updates or creates the related company information in Scoro. This not only helps streamlining your operations but also ensures your data remains consistent between your preferred legal and business management platforms.
Stay on top of your company data with this efficient workflow. Whenever there's a new legal entity event in Binderr, this automation promptly updates or creates the related company information in Scoro. This not only helps streamlining your operations but also ensures your data remains consistent between your preferred legal and business management platforms.
- When this happens...Legal Entity Events
Triggers when a legal entity is added/updated/deleted.
- automatically do this!Create or Update Company
Creates a new company or updates an existing one.
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Event typeRequired
Is primary identity document?
Identity document types
Try ItEvent TypeRequired
Relationship
Relationship Status
Managed By
Try ItQuestionnaire Completed
Triggers when a questionnaire is completed by the client.
Try ItEntity IDRequired
Start date
End date
Notes
Managed By
Event TypeRequired
Relationship
Relationship Status
Managed By
Try ItUploaded By
Document Formats
Paths
Try ItStatuses
Pending
Try ItTitle
First NameRequired
Middle Name
Last NameRequired
RelationshipRequired
Managed ByRequired
E-Mail Address
Phone Number
Date of Birth
Birth Country
Nationality
Tax Identification Number
Tax Residence Country
Client Since
Onboarding Date
Note

