Create new Birdeye customers from new sales invoices in Xero
Streamline your invoicing process with this seamless workflow. When a new sales invoice is created in Xero, a corresponding customer profile will be instantly set up in Birdeye. This automation eliminates the need for manual data entry, saving time and efficiency, and ensuring that your customer database is always up-to-date. Perfect for businesses looking to enhance their customer relationship management with minimal effort.
Streamline your invoicing process with this seamless workflow. When a new sales invoice is created in Xero, a corresponding customer profile will be instantly set up in Birdeye. This automation eliminates the need for manual data entry, saving time and efficiency, and ensuring that your customer database is always up-to-date. Perfect for businesses looking to enhance their customer relationship management with minimal effort.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Create Customer
Creates a new customer for a specified business.
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