Update Xero contacts when new winning proposals occur in GoProposal
Winning a proposal in the GoProposal app? This workflow ensures the contact information is promptly updated or created in your Xero app. It avoids the tediousness of manual updates, allowing you to focus more on your clients and less on administration. Streamline your workflow effortlessly and keep your customer management on par with this automated process.
Winning a proposal in the GoProposal app? This workflow ensures the contact information is promptly updated or created in your Xero app. It avoids the tediousness of manual updates, allowing you to focus more on your clients and less on administration. Streamline your workflow effortlessly and keep your customer management on par with this automated process.
- When this happens...Proposal Won
Triggers when a proposal is won.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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