Create Sage Accounting customers from new Jobber clients
Streamline your client management process with this workflow. When you add a new client in Jobber, it instantly creates a customer profile in your Sage Accounting system. This eliminates the need for manual data entry and ensures consistency across your business tools. Enhance your client onboarding process, save time, and focus on growing your business with this seamless integration.
Streamline your client management process with this workflow. When you add a new client in Jobber, it instantly creates a customer profile in your Sage Accounting system. This eliminates the need for manual data entry and ensures consistency across your business tools. Enhance your client onboarding process, save time, and focus on growing your business with this seamless integration.
- When this happens...New Client
Triggers when a client is created.
- automatically do this!Create Customer
Creates a new customer.
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