Update BuilderComs customers from new JobTread documents
Effortlessly manage customer updates. When a new document is created in JobTread, this integration ensures the associated customer in BuilderComs is automatically updated. Improve your workflow by keeping clients informed and up-to-date without the need for manual data entry.
Effortlessly manage customer updates. When a new document is created in JobTread, this integration ensures the associated customer in BuilderComs is automatically updated. Improve your workflow by keeping clients informed and up-to-date without the need for manual data entry.
- When this happens...Document Created
Triggers when a document is created.
- automatically do this!Update Customer
This updates customer data with BuilderComs
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