Create new GigaBook clients from completed involve.me submissions
Effortlessly manage your new clients with this seamless involve.me and GigaBook workflow. Whenever a submission is completed in involve.me, a new client will be created in GigaBook, saving you time and ensuring consistent data entry. Focus on building relationships with your clients, while this automation takes care of the administrative tasks.
Effortlessly manage your new clients with this seamless involve.me and GigaBook workflow. Whenever a submission is completed in involve.me, a new client will be created in GigaBook, saving you time and ensuring consistent data entry. Focus on building relationships with your clients, while this automation takes care of the administrative tasks.
- When this happens...
- automatically do this!Create Client
Creates a new client.
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