Create Invoice2go clients from updated Microsoft Dynamics 365 CRM contacts
Effortlessly maintain consistent client information between Microsoft Dynamics 365 CRM and Invoice2go with this streamlined workflow. When a contact is updated in Dynamics 365 CRM, the corresponding client in Invoice2go will also be updated, keeping your billing records accurate and up-to-date. This automation not only saves time but enhances the precision of your invoicing process as well.
Effortlessly maintain consistent client information between Microsoft Dynamics 365 CRM and Invoice2go with this streamlined workflow. When a contact is updated in Dynamics 365 CRM, the corresponding client in Invoice2go will also be updated, keeping your billing records accurate and up-to-date. This automation not only saves time but enhances the precision of your invoicing process as well.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Client
Create a client in Invoice2go
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