Commusoft + Moneypenny
Create new jobs in Commusoft from new messages received in Moneypenny
Easily streamline your business practices with this workflow. Whenever you receive a message in Moneypenny, a new job is created in Commusoft instantly. This process ensures your work orders are always up-to-date, providing seamless integration between your communication and job scheduling platforms. No more manual job entry or missing important updates, improving efficiency and accuracy in your everyday operations.
Easily streamline your business practices with this workflow. Whenever you receive a message in Moneypenny, a new job is created in Commusoft instantly. This process ensures your work orders are always up-to-date, providing seamless integration between your communication and job scheduling platforms. No more manual job entry or missing important updates, improving efficiency and accuracy in your everyday operations.
- When this happens...Message Received
Triggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform.
You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
- automatically do this!Create New Job
This action always creates a Customer based on the provided information and create a new job under the given customer. Please make sure not use this action if the customer already exists in Commusoft.
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