Create or update persons in NiceJob when new invoices are accepted in Sera Systems
Streamline your customer management process with this handy workflow between Sera Systems and NiceJob. Each time an invoice gets accepted in Sera Systems, it triggers the creation or update of a person in your NiceJob account. This automation ensures timely and accurate updates in your customer records, improving efficiency and productivity.
Streamline your customer management process with this handy workflow between Sera Systems and NiceJob. Each time an invoice gets accepted in Sera Systems, it triggers the creation or update of a person in your NiceJob account. This automation ensures timely and accurate updates in your customer records, improving efficiency and productivity.
- When this happens...Invoice Accepted
Triggers when invoice is accepted.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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