Customer Fields + SuperOffice CRM

Update Customer Fields when contacts change in SuperOffice CRM

Stay updated with your customer details with this automation! When a contact is modified in SuperOffice CRM, this workflow swiftly updates the same information in your Customer Fields app. It ensures your customer data across both applications is always aligned, giving you the confidence to make data-driven decisions. No need for manual entries or multiple checks, it makes the process seamless and efficient.

When this happens...
Contact Changed
Triggers when an existing contact is changed.
TriggerInstant
automatically do this!
Update Customer
Update a customer by ID.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It

New Sale
Triggers when a new sale is created.
Trigger
Instant
Try It
New Request
Triggers when a new request is created.
Trigger
Instant
Try It

Create Request Message Attachment
Creates a new request message attachment.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Project
Creates a new project.
Action
Write
Remove Project Member
Remove a project member.
Action
Write
Create Request
Creates a new request.
Action
Write
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write
- SegmentRequired
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
- Customer IDRequired
Action
Write
- Search fieldRequired
- Search valueRequired
Action
Search

Company Changed
Triggers when an existing company is changed.
Trigger
Instant
Try It
Document Changed
Triggers when an existing document is changed.
Trigger
Instant
Try It
Contact Changed
Triggers when an existing contact is changed.
Trigger
Instant
Try It
Project Changed
Triggers when an existing project is modified in SuperOffice.
Trigger
Instant
Try It
New Project Member
Triggers when a new project member is added to a project.
Trigger
Instant
Try It
- Trigger whenRequired
Trigger
Instant
Try It
Create Appointment
Creates a new appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Project Member
Creates a new project member.
Action
Write
Create Sale
Creates a new sale.
Action
Write
Create Request Message
Creates a new message for an existing request.
Action
Write
- Document idRequired
- DocumentRequired
Action
Write
Update Request
Update an existing request content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write
- FormRequired
Trigger
Instant
Try It
- Event nameRequired
- Event detail keys
Trigger
Instant
Try It
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Write
- Customer IDRequired
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Write
- Search fieldRequired
- Search valueRequired
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Search or write

About Customer Fields

Customer Fields provides a way to collect and store custom data for Shopify customers

Learn more

Related categories

eCommerce

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Customer Fields + SuperOffice CRM

Update Customer Fields when contacts change in SuperOffice CRM

New Appointment

New Company

New Document

New Contact

New Project

New Sale

New Request

Create Request Message Attachment

Create Document

Create Project

Remove Project Member

Create Request

Update Company

Update Contact

Find Company

Find Project

Search ValueRequired

Find Request

Search ValueRequired

Find or Create Contact

Search ValueRequired

Find or Create sale

Search ValueRequired

Customer Added to Segment

SegmentRequired

New Customer

Updated Customer

Send Account Invite

Customer IDRequired

Find a Customer

Search fieldRequired

Search valueRequired

Company Changed

Document Changed

Contact Changed

Project Changed

New Project Member

Sale Changed

Trigger whenRequired

Create Appointment

Create Company

Create Contact

Create Project Member

Create Sale

Create Request Message

Update Document Content

Document idRequired

DocumentRequired

Update Request

Find Contact

Search ValueRequired

Find Sale

Search ValueRequired

Find or Create Company

Search ValueRequired

Find or Create Project

Search ValueRequired

Find or Create Request

Search ValueRequired

New Form Submission

FormRequired

Customer Event Occurred

Event nameRequired

Event detail keys

Create Customer

First name (first_name)

Last name (last_name)

Email (email)

Data Column Notice

Add to form (ID)

Update Customer

Customer IDRequired

First name (first_name)