Create or update Quo contacts from new Yardbook customers
Keep track of every new customer in Yardbook by instantly creating or updating a contact in Quo using this automation workflow. This offers a seamless way to maintain consistent information across platforms, making it easier for your business to manage customer relationships effectively. No more manual data transfer, this workflow ensures your Quo contact list is always up-to-date with your latest Yardbook entries.
- When this happens...New CustomerTriggers when a new customer (not prospect) is created.
- automatically do this!Create or Update ContactCreates a contact or updates an existing contact.
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More things you can do with Yardbook and Quo
Discover other triggers and actions you can use with Yardbook and Quo
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- Estimate Approved
Triggers when an estimate has been approved.
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Triggers when a new todo item is created.
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