Create clients in InventoryBase from new contacts in FreeAgent
Create seamless connections between FreeAgent and InventoryBase with this workflow. When a new contact is added in FreeAgent, a client is instantly created in InventoryBase. This streamlines data management in your business. Boost efficiency, keep your client list updated and ensure no contact slips through the cracks with this simple automation.
Create seamless connections between FreeAgent and InventoryBase with this workflow. When a new contact is added in FreeAgent, a client is instantly created in InventoryBase. This streamlines data management in your business. Boost efficiency, keep your client list updated and ensure no contact slips through the cracks with this simple automation.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Create Client
Creates a new client
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