Create new Bonsai clients from new Square customers
Transform every new customer in Square into a new client in Bonsai effortlessly. This automation helps you keep your client base updated in Bonsai as soon as a new customer starts using your services in Square. This workflow aids in saving time spent on manual data entry allowing a seamless flow of information between the two applications.
Transform every new customer in Square into a new client in Bonsai effortlessly. This automation helps you keep your client base updated in Bonsai as soon as a new customer starts using your services in Square. This workflow aids in saving time spent on manual data entry allowing a seamless flow of information between the two applications.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Client
Creates a client lead on Bonsai
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