Add Dispatch customers from new customer entries in Xero
When this happensStep 1: New Contact
Then do thisStep 2: Create or Update Customer
Duplicate data entry is nobody's favorite task. Once this automation has been set up, every time you add a new customer into Xero it will be automatically passed into Dispatch, so you can focus on servicing your customer requests.
How this Xero-Dispatch integration works
- A new customer is added to Xero
- Zapier creates the corresponding Dispatch customer record