Create new Fusion Operations clients from new Xero quotes
Streamline your finance and operations processes with this efficient workflow. When a new quote is generated in Xero, it spurs the creation of a new client in your Fusion Operations app. It eases managing your clientele and ensures a smooth flow of information between your accounting and operations functions. Boost your business's efficiency by making sure your client details in Fusion Operations are up-to-date with your latest Xero quotes.
Streamline your finance and operations processes with this efficient workflow. When a new quote is generated in Xero, it spurs the creation of a new client in your Fusion Operations app. It eases managing your clientele and ensures a smooth flow of information between your accounting and operations functions. Boost your business's efficiency by making sure your client details in Fusion Operations are up-to-date with your latest Xero quotes.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create Client
Creates a Client
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