Create or update persons in NiceJob for every new customer created in Contractor Foreman
Streamline your customer management process with this efficient workflow. As soon as a new customer is created in Contractor Foreman, a person is promptly created or updated in NiceJob, keeping your records consistently up-to-date. This smooth, seamless automation ensures your customer data is accurate across your tools, saving you time and potential confusion.
Streamline your customer management process with this efficient workflow. As soon as a new customer is created in Contractor Foreman, a person is promptly created or updated in NiceJob, keeping your records consistently up-to-date. This smooth, seamless automation ensures your customer data is accurate across your tools, saving you time and potential confusion.
- When this happens...Customer Created
Triggers when a new customer is created.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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