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Create folders, and update client contacts in Xero from Streak stage changes

Create folders, and update client contacts in Xero from Streak stage changes

Organize client information by creating folders in Google Drive and updating contact details in Xero when a box changes stage in Streak. This ensures efficient management of estate documents and enhances client communication.

Create folders, and update client contacts in Xero from Streak stage changes

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Overview

Organize client information by creating folders in Google Drive and updating contact details in Xero when a box changes stage in Streak. This ensures efficient management of estate documents and enhances client communication.

Create folders, and update client contacts in Xero from Streak stage changes