Create new Square customers from newly approved quotes in Jobber
When a new quote receives approval in Jobber, you'll want to keep your customer records up to date in Square. With this workflow, it's simple. As soon as a quote is approved in Jobber, it will prompt the creation of a new customer in your Square. The solution ensures you keep your focus on growing your business, without worrying about manual data entry or potential mistakes.
When a new quote receives approval in Jobber, you'll want to keep your customer records up to date in Square. With this workflow, it's simple. As soon as a quote is approved in Jobber, it will prompt the creation of a new customer in your Square. The solution ensures you keep your focus on growing your business, without worrying about manual data entry or potential mistakes.
- When this happens...New Quote Approval
Triggers when a quote approval is created.
- automatically do this!Create Customer
Triggers when a new customer is created.
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