Create clients in Jobber from new Copper companies
Efficiently manage your new clients by connecting Copper and Jobber with this seamless workflow. When a new company is added in Copper, a client will be created in Jobber, keeping your client information up-to-date and organized. This automation saves you time and ensures consistent data across both platforms.
Efficiently manage your new clients by connecting Copper and Jobber with this seamless workflow. When a new company is added in Copper, a client will be created in Jobber, keeping your client information up-to-date and organized. This automation saves you time and ensures consistent data across both platforms.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Client
Creates a new client.
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