Update Sage Accounting customers when Mojo contacts are updated
Keep your contacts and customers up to date with this seamless workflow. When a contact is updated in Mojo, this automation will create a new customer in Sage Accounting, ensuring your records stay organized and accurate. Save time, reduce manual data entry, and maintain an efficient customer management process.
Keep your contacts and customers up to date with this seamless workflow. When a contact is updated in Mojo, this automation will create a new customer in Sage Accounting, ensuring your records stay organized and accurate. Save time, reduce manual data entry, and maintain an efficient customer management process.
- When this happens...Contact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
- automatically do this!Create Customer
Creates a new customer.
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