Create or update Xero contacts when new projects are added in Bloom
Start a new contact in Xero each time you have a fresh project in Bloom. This workflow conveniently bridges Bloom with Xero, so your customer details bring forth in Xero the instant you embark on a new project in Bloom. Save yourself the hassle of manual copying and focus on efficiently managing your accounting and your projects.
Start a new contact in Xero each time you have a fresh project in Bloom. This workflow conveniently bridges Bloom with Xero, so your customer details bring forth in Xero the instant you embark on a new project in Bloom. Save yourself the hassle of manual copying and focus on efficiently managing your accounting and your projects.
- When this happens...New Project
Triggers when a new project is created.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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