EngageBay Marketing + Jobber
Add tags to new EngageBay Marketing contacts for every new invoice in Jobber
With this workflow, as soon as a new invoice is generated in Jobber, relevant contacts in EngageBay Marketing are immediately tagged, allowing for efficient organization and streamlining of your client-based communications. This uncomplicated automation fosters simplified contact management and ensures timely dissemination of information, enhancing your marketing strategies.
With this workflow, as soon as a new invoice is generated in Jobber, relevant contacts in EngageBay Marketing are immediately tagged, allowing for efficient organization and streamlining of your client-based communications. This uncomplicated automation fosters simplified contact management and ensures timely dissemination of information, enhancing your marketing strategies.
- When this happens...New Invoice
Triggers when an invoice is created.
- automatically do this!Add Tag to Contact
Adds a new tag to a contact. A tag is a label for the identification of a contact.
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