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webCRM

CRM (Customer Relationship Management)

New or Updated Deliveries automatically changes Organisation type to Customer

This automation automatically changes the organisation type in webCRM to customer if you create or update a delivery connected to it.

This automation automatically changes the organisation type in webCRM to customer if you create or update a delivery connected to it.

  1. When this happens...
    webCRMwebCRM
    Delivery

    Triggers when a delivery is created or updated.

    TriggerInstant
  2. automatically do this!
    webCRMwebCRM
    Create or Update Organisation

    Creates or updates an organisation.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Event TypeRequired

    Trigger
    Instant
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    • Event TypeRequired

    Trigger
    Instant
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    • Event TypeRequired

    Trigger
    Instant
    Try It
    • Event TypeRequired

    Trigger
    Instant
    Try It
    • Event TypeRequired

    Trigger
    Instant
    Try It
    • Event TypeRequired

    Trigger
    Instant
    Try It
    • Event TypeRequired

    Trigger
    Instant
    Try It
    • Event TypeRequired

    Trigger
    Instant
    Try It
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About webCRM

webCRM helps your sales team with the daily workflow and overview.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier