Create ServiceM8 clients from new Sage Accounting customers
Easily manage your customer database with this seamless workflow. Whenever there's a new customer in Sage Accounting, their information will be immediately added to ServiceM8 as a new client. This provides a swift, one-step process for keeping both systems updated, maximizing your time and efficiency.
Easily manage your customer database with this seamless workflow. Whenever there's a new customer in Sage Accounting, their information will be immediately added to ServiceM8 as a new client. This provides a swift, one-step process for keeping both systems updated, maximizing your time and efficiency.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Client
Creates a new client.
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