Create new Square customers from new OrbisX clients
Keep your customer database up-to-date with this integrated workflow. Whenever you add a new client on OrbisX, it prompts Square to create a new customer profile. This seamless connection saves you time from manual entries, making client onboarding smoother and faster. Take control and enhance the efficiency of your customer management process.
Keep your customer database up-to-date with this integrated workflow. Whenever you add a new client on OrbisX, it prompts Square to create a new customer profile. This seamless connection saves you time from manual entries, making client onboarding smoother and faster. Take control and enhance the efficiency of your customer management process.
- When this happens...New Clients Hook
Triggers when a new client is created.
- automatically do this!Create Customer
Triggers when a new customer is created.
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