Manage new or updated Capsule CRM contacts by creating or updating them in Xero
Seamlessly manage your professional contacts with this workflow between Capsule CRM and Xero. Whenever you add or update contact details in Capsule CRM, it initiates an immediate creation or update of the same contact in Xero. This helps in maintaining a consistent and accurate client database across your systems, saving you precious time and reducing the risk of errors.
Seamlessly manage your professional contacts with this workflow between Capsule CRM and Xero. Whenever you add or update contact details in Capsule CRM, it initiates an immediate creation or update of the same contact in Xero. This helps in maintaining a consistent and accurate client database across your systems, saving you precious time and reducing the risk of errors.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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