Bread & Butter + Insightly
Create Insightly records from new Bread & Butter accounts
Whenever a new account is created in the Bread & Butter app, this workflow directly creates a corresponding record in your Insightly app. No more manual data transfers; it streamlines your process saving you time and reducing the chance of errors. From your restaurant accounts to your customer relations management, ensure a smooth communication and data flow.
Whenever a new account is created in the Bread & Butter app, this workflow directly creates a corresponding record in your Insightly app. No more manual data transfers; it streamlines your process saving you time and reducing the chance of errors. From your restaurant accounts to your customer relations management, ensure a smooth communication and data flow.
- When this happens...New Profile Verified
Triggers when a user signs in for the first time.
- automatically do this!Create Record
Creates a Record
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