Generate Square customers from new Method CRM contacts
Easily manage your customer relations and payments using this workflow. Whenever a new contact is added in Method CRM, it instantly creates a corresponding customer in Square. This simplifies your data management process, ensuring you always have the most updated customer information in both platforms, streamlining your sales and payment procedures.
Easily manage your customer relations and payments using this workflow. Whenever a new contact is added in Method CRM, it instantly creates a corresponding customer in Square. This simplifies your data management process, ensuring you always have the most updated customer information in both platforms, streamlining your sales and payment procedures.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create Customer
Triggers when a new customer is created.
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New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try ItFirst NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields