Create new Birdeye customers from new Xero quotes
Stay organized and efficient by streamlining your customer creation process. With this workflow, every time you create a new quote in Xero, a corresponding customer profile will be established in Birdeye. This seamless transfer of information ensures your customer list stays updated, allowing you to focus more on the business and less on administrative work.
Stay organized and efficient by streamlining your customer creation process. With this workflow, every time you create a new quote in Xero, a corresponding customer profile will be established in Birdeye. This seamless transfer of information ensures your customer list stays updated, allowing you to focus more on the business and less on administrative work.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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