Create and update IRIS KashFlow customers from new Copper companies
Effortlessly manage your customer data whenever a new company is added in Copper by creating or updating the customer details in IRIS KashFlow. This seamless workflow helps you maintain accurate and up-to-date information across both platforms, improving the efficiency of your operations and reducing manual data entry. Stay organized and never miss a beat as you nurture and manage your growing customer base.
Effortlessly manage your customer data whenever a new company is added in Copper by creating or updating the customer details in IRIS KashFlow. This seamless workflow helps you maintain accurate and up-to-date information across both platforms, improving the efficiency of your operations and reducing manual data entry. Stay organized and never miss a beat as you nurture and manage your growing customer base.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create/Update Customer
Create/Update Customer for Kashflow
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