Create Simpro customers from new involve.me submissions
Streamline your customer management process by connecting involve.me and Simpro. This workflow triggers when a new completed submission is received in involve.me, then creates an individual customer in Simpro. Save time and ensure consistent data entry while focusing on delivering high-quality service to your clients.
Streamline your customer management process by connecting involve.me and Simpro. This workflow triggers when a new completed submission is received in involve.me, then creates an individual customer in Simpro. Save time and ensure consistent data entry while focusing on delivering high-quality service to your clients.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your project.
- automatically do this!Create Individual Customer
Creates a new individual customer.
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