Update Square customers when new quotes are created in Xero
Effortlessly manage your customers in Square whenever a new quote is created in Xero with this seamless workflow. Once set up, each time a new quote is added in Xero, their corresponding customer details will be updated in Square, keeping your records up-to-date and ensuring accurate customer information. Say goodbye to manual updates and maintain an organized system for your business with this efficient automation.
Effortlessly manage your customers in Square whenever a new quote is created in Xero with this seamless workflow. Once set up, each time a new quote is added in Xero, their corresponding customer details will be updated in Square, keeping your records up-to-date and ensuring accurate customer information. Say goodbye to manual updates and maintain an organized system for your business with this efficient automation.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Update Customer
Updates a customer.
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