RepCard + WooSender
Create new WooSender contacts when statuses change in RepCard
With this dynamic workflow, every time there's a change in status inside the RepCard, it will instantly create a new contact within the WooSender. This saves you the effort of manual data entry, ensuring your contact list in WooSender is seamlessly updated with information from RepCard. This automation offers an efficient solution for maintaining up-to-date contact records in your WooSender's database.
With this dynamic workflow, every time there's a change in status inside the RepCard, it will instantly create a new contact within the WooSender. This saves you the effort of manual data entry, ensuring your contact list in WooSender is seamlessly updated with information from RepCard. This automation offers an efficient solution for maintaining up-to-date contact records in your WooSender's database.
- When this happens...Status Changed
Triggers when a status is changed for a contact.
- automatically do this!Create or Update Contact
Create a new contact or updates an existing contact based on email address
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired