Create new Simpro customers from new ConvertCalculator submissions
Stay organized and build immediate customer relationships with this intuitive workflow. When a new submission occurs in the ConvertCalculator, the workflow sparks into action, creating an individual customer in the Simpro app. This straightforward automation not only saves you time but ensures a seamless transition of information from one app to the other, aiding in efficient customer management.
- When this happens...New SubmissionTrigger when a new form submission is added.
- automatically do this!Create Individual CustomerCreates a new individual customer.
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More things you can do with ConvertCalculator and Simpro
Discover other triggers and actions you can use with ConvertCalculator and Simpro
- New Calculator
Trigger when a new calculator is added.
Try ItTriggerPolling - New Company Customer
Triggers when a company customer is created.
Try ItTriggerInstant - New Individual Customer
Triggers when an individual customer is created.
Try ItTriggerInstant - New Job
Triggers when a job is created.
Try ItTriggerInstant
- CalculatorRequired
Try ItTriggerPolling- Company Customer Updated
Triggers when a company customer is updated.
Try ItTriggerInstant - Individual Customer Updated
Triggers when an individual customer is updated.
Try ItTriggerInstant - Job Updated
Triggers when a job is updated.
Try ItTriggerInstant




