Create or update Trustmary contacts for every new order in MyCashflow
Streamline your sales process with this efficient workflow. Whenever a new order is placed within MyCashflow, it will immediately update or create a new contact in your Trustmary application. This ensures your Trustmary contacts are always current, saving you valuable time and enhancing your customer relations management game.
Streamline your sales process with this efficient workflow. Whenever a new order is placed within MyCashflow, it will immediately update or create a new contact in your Trustmary application. This ensures your Trustmary contacts are always current, saving you valuable time and enhancing your customer relations management game.
- When this happens...New Order
Triggers when a new order is created or the status of an order is changed.
- automatically do this!Create/Update Contact
Creates a Contact
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