Add companies and contacts in Wello Solutions from new customers in Invoiced
Keeping your contact lists up to date can be tedious chore, but not if you activate this Zapier automation. Once it's set up, as soon as a new customer is created in Invoiced, a company and related contact will be automatically generated for you in Wello Solutions.
Keeping your contact lists up to date can be tedious chore, but not if you activate this Zapier automation. Once it's set up, as soon as a new customer is created in Invoiced, a company and related contact will be automatically generated for you in Wello Solutions.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this...Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
- then do this!Create or Update Contact
Create or update contact and link it to the company/account.
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