Create new Booqable customers when Copper companies are added
Streamline your company onboarding process with this handy workflow that connects Copper and Booqable. Whenever a new company is added in Copper, a customer will be created in Booqable, keeping your client database up-to-date. Save time and effort by automating this essential task, and ensure accurate information is always available in both apps.
Streamline your company onboarding process with this handy workflow that connects Copper and Booqable. Whenever a new company is added in Copper, a customer will be created in Booqable, keeping your client database up-to-date. Save time and effort by automating this essential task, and ensure accurate information is always available in both apps.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Customer
Create a new customer.
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