Create new projects in Dubsado for new customers in Stripe
When a new customer is added in Stripe, this workflow sets up a project for them in Dubsado. This automatic process saves you time and ensures a seamless client onboarding experience. No longer do you have to manually duplicate information, let this workflow bring efficiency to your customer management system.
When a new customer is added in Stripe, this workflow sets up a project for them in Dubsado. This automatic process saves you time and ensures a seamless client onboarding experience. No longer do you have to manually duplicate information, let this workflow bring efficiency to your customer management system.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create Project
Creates a new project.
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