NiceJob + Yardbook
Create or update persons in NiceJob for every new customer in Yardbook
This workflow streamlines your customer management by updating your NiceJob app whenever a new customer is added in your Yardbook. Instead of manually transferring customer details from Yardbook to NiceJob, this workflow ensures that the 'New Customer' event in Yardbook leads to an immediate 'Create or Update Person' action in NiceJob. Save time, eliminate manual data entry, and ensure your customer information is always up-to-date in both apps.
This workflow streamlines your customer management by updating your NiceJob app whenever a new customer is added in your Yardbook. Instead of manually transferring customer details from Yardbook to NiceJob, this workflow ensures that the 'New Customer' event in Yardbook leads to an immediate 'Create or Update Person' action in NiceJob. Save time, eliminate manual data entry, and ensure your customer information is always up-to-date in both apps.
- When this happens...New Customer
Triggers when a new customer (not prospect) is created.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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