Create companies and contacts in Wello Solutions with new contacts in Xero
Having all the information about your field service customers is mandatory, but it can also be time consuming. With this Wello Solutions integration in place, though, you will be able, in no time, to send the contact that you just created in Xero to Odyssee with the right data.
Having all the information about your field service customers is mandatory, but it can also be time consuming. With this Wello Solutions integration in place, though, you will be able, in no time, to send the contact that you just created in Xero to Odyssee with the right data.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this...Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
- then do this!Create or Update Contact
Create or update contact and link it to the company/account.
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