MyCashflow + Trustmary integrations
Create or update Trustmary contacts for every new order in MyCashflow
Streamline your sales process with this efficient workflow. Whenever a new order is placed within MyCashflow, it will immediately update or create a new contact in your Trustmary application. This ensures your Trustmary contacts are always current, saving you valuable time and enhancing your customer relations management game.
- When this happens...New OrderTriggers when a new order is created or the status of an order is changed.
- automatically do this!Create/Update ContactCreates a Contact
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More things you can do with MyCashflow and Trustmary
Discover other triggers and actions you can use with MyCashflow and Trustmary
- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - Trigger byRequired
Try ItTriggerPolling- Expand
Try ItTriggerPolling- Customer Group IDRequired
- Customer IDRequired
ActionWrite
- New Customer in Customer Group
Triggers when a customer is added to a customer group.
Try ItTriggerPolling - Shipments completed on/after
- Shipments completed on/before
- Status
- Created on/after
- Created on/before
- Expand
Try ItTriggerPolling- Stock Item ID
- Changes on/before
- Changes on/after
Try ItTriggerPolling- Email addressRequired
- Country
- Language
- Version ID
ActionWrite
Trustmary helps you gather social proof and use it on your website to generate more leads. Collect NPS, video and text reviews from your customers. Use the social proof you have gathered in different ways on your website.
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