EKM + FreeAgent
Create contacts in FreeAgent from new orders in EKM
Streamline your customer management process with this automation setup. When a new order is placed in EKM, this workflow simultaneously creates a contact in FreeAgent. This saves you time and ensures that all your customer information is updated and organized across both platforms. Enhance your efficiency by letting this setup handle your routine tasks.
Streamline your customer management process with this automation setup. When a new order is placed in EKM, this workflow simultaneously creates a contact in FreeAgent. This saves you time and ensures that all your customer information is updated and organized across both platforms. Enhance your efficiency by letting this setup handle your routine tasks.
- When this happens...New Orders
Triggers when new Orders are created in your account.
- automatically do this!Create Contact
Triggers when you add a new contact.
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New Customer(s)
Triggers when new Customers are created in your account.
Try ItNew Paid Order(s)
Triggers when a new order is added that payment has been taken for.
Try ItNew Order Status
Triggers when a new Order Status is created in your account.
Try ItNew Product
Triggers when a new Product is created in your account.
Try It