Birdeye + Fergus
Create new Birdeye customers following job completion in Fergus
Boost your workflow efficiency when a job is completed in Fergus by setting up new customers in the Birdeye app. This automation ensures key client information from Fergus is transferred smoothly to Birdeye, saving you the time and effort of manually re-entering data. Enhance your customer management process using this streamlining solution.
Boost your workflow efficiency when a job is completed in Fergus by setting up new customers in the Birdeye app. This automation ensures key client information from Fergus is transferred smoothly to Birdeye, saving you the time and effort of manually re-entering data. Enhance your customer management process using this streamlining solution.
- When this happens...Job Completion
Trigger when a job is fully invoiced (all job phases have been invoiced and the job is marked as completed).
- automatically do this!Create Customer
Creates a new customer for a specified business.
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Page Size
Quote Status Filter
Try ItInitial Fetch Size
Try ItPage Size
Try ItSite Name
Default Contact First NameRequired
Default Contact Last Name
Default Contact Position
Default Contact Company
Contact Type
Contact Value
Site Address Line 1Required
Site Address Line 2
Site Address Suburb
Site Address City
Site Address Region/State
Site Address Postcode/ZIP
Site Address Country
Billing Contact First Name
Billing Contact Last Name
Billing Contact Position
Billing Contact Company
Contact Type
Contact Value
Postal Address Line 1
Postal Address Line 2
Postal Address Suburb
Postal Address City
Postal Address Region/State
Postal Address Postcode/ZIP
Postal Address Country