Create new RP-1 contacts when new customers are created in Sera Systems
When a new customer is added in the Sera Systems app, streamline your process with this automation that instantly creates a corresponding contact in the RP-1 app. This workflow offers a seamless data transfer solution, eliminating manual data entry and ensuring your contact information is always up-to-date and accurate. Enhance your productivity, focus more on customer relationships, and maintain an efficient and organized operation.
When a new customer is added in the Sera Systems app, streamline your process with this automation that instantly creates a corresponding contact in the RP-1 app. This workflow offers a seamless data transfer solution, eliminating manual data entry and ensuring your contact information is always up-to-date and accurate. Enhance your productivity, focus more on customer relationships, and maintain an efficient and organized operation.
- When this happens...Customer Created
Triggers when a new customer is created.
- automatically do this!Create Contact
Creates a Contact in the system
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