Create or update systeme.io contacts with tags when new payments are recorded in QuickBooks Online
Streamline your financial and customer management process with this efficient workflow. When a new payment is recorded in QuickBooks Online, a contact is then created or updated in systeme.io along with the addition of tags. This automation not only saves time but also ensures your systeme.io records are always up-to-date, offering a seamless way to manage your finances and customer communication in one simple step.
Streamline your financial and customer management process with this efficient workflow. When a new payment is recorded in QuickBooks Online, a contact is then created or updated in systeme.io along with the addition of tags. This automation not only saves time but also ensures your systeme.io records are always up-to-date, offering a seamless way to manage your finances and customer communication in one simple step.
- When this happens...New Payment
Triggered when a payment is received (with line item support).
- automatically do this!Create or Update a Contact, Including Adding Tags
Creates or updates a contact, including adding tags
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