Update or create Quo contacts when new Check Cherry events are marked as complete
Keep your Quo contacts up to date with this smooth workflow. Whenever an event is completed in Check Cherry, the corresponding contact in Quo will be created or updated. This ensures that your network stays current, eliminating manual data entry and leaving more time for your main business activities.
Keep your Quo contacts up to date with this smooth workflow. Whenever an event is completed in Check Cherry, the corresponding contact in Quo will be created or updated. This ensures that your network stays current, eliminating manual data entry and leaving more time for your main business activities.
- When this happens...Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Try ItNew Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
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Try ItStaff Is Assigned to a Booking in Check Cherry
Triggers when staff is assigned to an existing booking
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Try ItNew Payment Is Recorded in Check Cherry
Triggers when a new payment is added to Check Cherry via a customer making a payment, making a deposit, or is manually entered by an admin.
Try ItNew User Is Added to Check Cherry
Triggers when a new user is added to Check Cherry via manual creation, sending an invitation, creating an event, or accepting a proposal.
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