Canopy + Quo
Create or update Quo contacts from new Canopy business clients
Streamline your client management process with this handy workflow. Whenever you add a new business client in Canopy, it will instantly create or update their contact details in Quo. This automation ensures all your client data is consistently up-to-date across both platforms, saving you time and reducing potential errors. Perfect for businesses aiming to increase efficiency in client data handling.
Streamline your client management process with this handy workflow. Whenever you add a new business client in Canopy, it will instantly create or update their contact details in Quo. This automation ensures all your client data is consistently up-to-date across both platforms, saving you time and reducing potential errors. Perfect for businesses aiming to increase efficiency in client data handling.
- When this happens...New Business Client
Triggers when a business client is created.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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