Create new Cin7 Core Inventory customers from new PHP Point Of Sale customers
Streamline your customer management process with this handy workflow. When a new customer is added in the PHP Point Of Sale app, it instantly creates a corresponding customer profile in the Cin7 Core Inventory app. This efficient automation helps keep up-to-date customer records across both platforms, ensuring seamless operations and superior customer service management. No more manual data transfers, enjoy the benefit of a centralized data system.
Streamline your customer management process with this handy workflow. When a new customer is added in the PHP Point Of Sale app, it instantly creates a corresponding customer profile in the Cin7 Core Inventory app. This efficient automation helps keep up-to-date customer records across both platforms, ensuring seamless operations and superior customer service management. No more manual data transfers, enjoy the benefit of a centralized data system.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Customer
Creates a new customer.
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New Appointment
Triggers when a new appointment is created
Try ItNew Item
Triggers when a new item is added in the POS
Try ItNew Sale
Triggers when a new Sale is created.
Try ItFirst NameRequired
Last NameRequired
E-Mail
Phone
Start Date & TimeRequired
End Date & Time
Notes
New Customer
Triggers when a new customer is created.
Try ItNew Receiving
Triggers when a new receiving is created.
Try ItNew Supplier
Triggers when a new supplier is created.
Try ItFirst NameRequired
Last Name
E-Mail
Phone Number
Company Name
Address 1
Address 2
City
State
Zip
Country
Account Number
Balance
Credit Limit
Image URL
Taxable
Override Default Tax
Tax Certificate
Comments
Internal Notes
Disable Loyalty