Create new Birdeye customers from new invoices in The Customer Factor
Don't miss out on keeping your customer information up-to-date. With this workflow, whenever a new invoice is generated in The Customer Factor, the customer's details are instantly transferred to Birdeye. This process not only helps maintain an accurate customer database in Birdeye but also saves you from having to manually enter the information. Say goodbye to data entry errors and hello to efficient customer management.
Don't miss out on keeping your customer information up-to-date. With this workflow, whenever a new invoice is generated in The Customer Factor, the customer's details are instantly transferred to Birdeye. This process not only helps maintain an accurate customer database in Birdeye but also saves you from having to manually enter the information. Say goodbye to data entry errors and hello to efficient customer management.
- When this happens...New Invoice
Triggers when new invoice is created in The Customer Factor.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It