Create ServiceM8 clients from new or updated Capsule CRM contacts
This automation keeps your client information up-to-date between Capsule CRM and ServiceM8. Whenever a contact in Capsule CRM gets updated or a new one is added, this workflow instantly creates a client in ServiceM8 using the same data. This ensures that your clientele base is consistently matched across both platforms, reducing errors and redundancy while saving you valuable time.
This automation keeps your client information up-to-date between Capsule CRM and ServiceM8. Whenever a contact in Capsule CRM gets updated or a new one is added, this workflow instantly creates a client in ServiceM8 using the same data. This ensures that your clientele base is consistently matched across both platforms, reducing errors and redundancy while saving you valuable time.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Client
Creates a new client.
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