Create new The Customer Factor customers from completed involve.me submissions
Effortlessly streamline your involve.me submission process and improve client management with this workflow. Whenever a new completed submission is received in involve.me, it will create a customer in The Customer Factor. Save time, reduce manual data entry, and enhance your customer database with this seamless automation.
Effortlessly streamline your involve.me submission process and improve client management with this workflow. Whenever a new completed submission is received in involve.me, it will create a customer in The Customer Factor. Save time, reduce manual data entry, and enhance your customer database with this seamless automation.
- When this happens...
- automatically do this!Create Customer
This action will create a customer in The Customer Factor
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involve.me ProjectRequired
Try ItEstimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try It
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It