Create new Square customers from new FreeAgent contacts
Keep your customer information up-to-date with this workflow. As you add a new contact in FreeAgent, it promptly leads to a new customer creation in Square. This streamlines the process, eradicating the need for manual data entry and granting you more time to interact with your clients. This strategic approach to customer management minimizes errors and enhances efficiency.
Keep your customer information up-to-date with this workflow. As you add a new contact in FreeAgent, it promptly leads to a new customer creation in Square. This streamlines the process, eradicating the need for manual data entry and granting you more time to interact with your clients. This strategic approach to customer management minimizes errors and enhances efficiency.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Create Customer
Triggers when a new customer is created.
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