Create new Insightly records from new Square orders
Simplify your workflow with this handy automation. When a new order is placed in Square, a record is instantly created in Insightly. This process ensures all your sales data is immediately available in your customer relationship management tool for further action, keeping everything streamlined and organized. An excellent way to improve your sales order management and follow-up processes.
Simplify your workflow with this handy automation. When a new order is placed in Square, a record is instantly created in Insightly. This process ensures all your sales data is immediately available in your customer relationship management tool for further action, keeping everything streamlined and organized. An excellent way to improve your sales order management and follow-up processes.
- When this happens...New Order
Triggers when a new order is processed.
- automatically do this!Create Record
Creates a Record
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