Create new Nibo customers from new Agendor organizations
When a new organization is recorded in Agendor, this action promptly creates a new customer profile in Nibo. Skip the tedious task of manually entering data - this seamless connection ensures your customer information remains accurate, saving you significant time and effort. This tool aids in bolstering customer management and accurate financial tracking, functioning as an effective productiveness booster.
When a new organization is recorded in Agendor, this action promptly creates a new customer profile in Nibo. Skip the tedious task of manually entering data - this seamless connection ensures your customer information remains accurate, saving you significant time and effort. This tool aids in bolstering customer management and accurate financial tracking, functioning as an effective productiveness booster.
- When this happens...New Organization
Triggers when a new Organization (Empresa) is created.
- automatically do this!Create Customer
Create a customer.
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New Task
Triggers when a new Task (Tarefa/Comentário) is created.
Try ItDeal Lost
Triggers when a Deal (Negócio) is set as lost.
Try ItUpdated Deal
Triggers when a Deal (Negócio) is edited.
Try ItNew Organization
Triggers when a new Organization (Empresa) is created.
Try It
New Deal
Triggers when a new Deal (Negócio) is created.
Try ItDeal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Try ItDeal Won
Triggers when a Deal (Negócio) is set as won.
Try ItUpdated Organization
Triggers when an Organization (Empresa) is edited.
Try It