Create or update Quo contacts when new members join in Optix
Easily manage new Optix members with this efficient workflow. When someone joins as a new member on Optix, this workflow updates or creates a contact in Quo, keeping your records updated and consistent. Save time and improve accuracy in managing your community.
Easily manage new Optix members with this efficient workflow. When someone joins as a new member on Optix, this workflow updates or creates a contact in Quo, keeping your records updated and consistent. Save time and improve accuracy in managing your community.
- When this happens...New Member
Triggers when a new member is added to an organization.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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