Indy + Zoho Books
Create new Zoho Books customers from newly created clients in Indy
Experience seamless management of your new clients with this workflow. When a new client is established in your Indy app, it will craft a corresponding customer profile in Zoho Books. This not only aids in efficient client management but also saves time and ensures accurate data entry. A simple yet powerful way to streamline your customer management process.
Experience seamless management of your new clients with this workflow. When a new client is established in your Indy app, it will craft a corresponding customer profile in Zoho Books. This not only aids in efficient client management but also saves time and ensures accurate data entry. A simple yet powerful way to streamline your customer management process.
- When this happens...Client Created
Triggers when a new client is created.
- automatically do this!Create Customer
Creates a new customer.
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