FreeAgent + Veeqo
Create new FreeAgent contacts from new customers in Veeqo
Each time a new customer makes a purchase in Veeqo, this workflow will help you stay organized by instantly creating a new contact in your FreeAgent app. This ensures all customer details are efficiently maintained, saving you the time and trouble of manual data entry. Step up your customer management game with this streamlined workflow.
Each time a new customer makes a purchase in Veeqo, this workflow will help you stay organized by instantly creating a new contact in your FreeAgent app. This ensures all customer details are efficiently maintained, saving you the time and trouble of manual data entry. Step up your customer management game with this streamlined workflow.
- When this happens...New Customer
Triggers when a new Customer is created.
- automatically do this!Create Contact
Triggers when you add a new contact.
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New Customer
Triggers when a new Customer is created.
Try ItNew Shipped Order
Triggers when an order is shipped.
Try ItState
Try ItChannel IDRequired
Order Number
Delivery Cost
Delivery Cost Tax Rate
Order level discount
Send Notification Email?Required
Customer IDRequired
Delivery Address: Customer ID
Delivery Address: First Name
Delivery Address: Last Name
Delivery Address: Address 1
Delivery Address: Address 2
Delivery Address: City
Delivery Address: Country
Delivery Address: ZIP
Payment Type
Payment Reference
Product Variant SKURequired
QuantityRequired
PriceRequired
Tax Rate
Discount
New Ready to Ship Order
Triggers when a new order is created with the status of "Ready to Ship".
Try ItNew Product
Triggers when a new product is created.
Try ItEmail AddressRequired
Phone Number
Mobile Number
Billing Address: First Name
Billing Address: Last Name
Billing Address: Address 1
Billing Address: Address 2
Billing Address: City
Billing Address: Country
Billing Address: Zip
TitleRequired
Description
Image URL
Retail Price Exc. TaxRequired
Cost Price
Minimum Reorder Level
SKU Code
UPC Code
Tax Rate