Create new Chekkit customers when persons are created in Pike13
Effortlessly manage your new customers by connecting Pike13 with Chekkit using this workflow. Whenever a new person is added in Pike13, a new customer will be created in Chekkit, ensuring your customer data remains up-to-date across both platforms. This automation streamlines your client onboarding process and saves time in managing customer information.
Effortlessly manage your new customers by connecting Pike13 with Chekkit using this workflow. Whenever a new person is added in Pike13, a new customer will be created in Chekkit, ensuring your customer data remains up-to-date across both platforms. This automation streamlines your client onboarding process and saves time in managing customer information.
- When this happens...Person Created
Triggers when a new person is added to your business.
- automatically do this!Create a New Customer
Create a new customer (and optional message) in Chekkit.
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