Create new PhoneBurner contacts from new fieldd bookings
Ensure your customer contacts stay updated with this efficient workflow. Whenever a new booking occurs in fieldd, a corresponding contact is promptly created in PhoneBurner. This process eradicates manual data entry, ensuring your PhoneBurner contact list stays fresh and organized, and making way for streamlined communication.
Ensure your customer contacts stay updated with this efficient workflow. Whenever a new booking occurs in fieldd, a corresponding contact is promptly created in PhoneBurner. This process eradicates manual data entry, ensuring your PhoneBurner contact list stays fresh and organized, and making way for streamlined communication.
- When this happens...New Booking
Triggers when a new job is booked.
- automatically do this!Create Contact
Creates a new contact.
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Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
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New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
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