Create or update Trustmary contacts whenever new members join or their status is updated in OfficeRnD
Stay instantly updated about the status of your members with this workflow. This process begins once a new member joins or an existing member updates their status on OfficeRnD. It then creates or updates the contact in Trustmary, ensuring you're always up to date with member information in your trust list. This automation streamlines your workflow, keeping your contact list fresh and saving you from manual data entry.
Stay instantly updated about the status of your members with this workflow. This process begins once a new member joins or an existing member updates their status on OfficeRnD. It then creates or updates the contact in Trustmary, ensuring you're always up to date with member information in your trust list. This automation streamlines your workflow, keeping your contact list fresh and saving you from manual data entry.
- When this happens...New Member/Member Status Updated
Triggers when a new member is added or when a member's status is changed.
- automatically do this!Create/Update Contact
Creates a Contact
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