Create customers in Service Fusion from new action items in Jill's Office
Activate this template to automatically create Service Fusion customers with notes and contact information from new Jill's Office action items.
Activate this template to automatically create Service Fusion customers with notes and contact information from new Jill's Office action items.
- When this happens...New Action Item
Triggers when a new action item is created.
- automatically do this!Create Customer
Creates a new Service Fusion customer.
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