Hoops + Saasu
Create contacts in Saasu from new customers in Hoops
Streamline your workflow with this intuitive automation setup between Hoops and Saasu that springs into action with every new customer on Hoops. This setup generates a new contact in Saasu immediately, taking the manual work off your plate when it comes to updating your contacts list. Simplify your customer management process and save precious time for more revenue-generating tasks. No more manual data transfer, let this Hoops-Saasu automation handle it swiftly for you.
Streamline your workflow with this intuitive automation setup between Hoops and Saasu that springs into action with every new customer on Hoops. This setup generates a new contact in Saasu immediately, taking the manual work off your plate when it comes to updating your contacts list. Simplify your customer management process and save precious time for more revenue-generating tasks. No more manual data transfer, let this Hoops-Saasu automation handle it swiftly for you.
- When this happens...New Customer
Triggers when a Customer is created.
- automatically do this!Create Contact
Creates a new contact.
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New Customer
Triggers when a Customer is created.
Try ItJob Title
Reference
Quantity
Description
Company Name
Company EmailRequired
Company Phone
Company Website
Profile
Billing Address: Address Line 1
Billing Address: Address Line 2
Billing Address: City
Billing Address: State
Billing Address: Post Code
Billing Address: Country
Shipping Address: Address Line 1
Shipping Address: Address Line 2
Shipping Address: City
Shipping Address: State
Shipping Address: Post Code
Shipping Address: Country
Contact First NameRequired
Contact Last Name
Contact EmailRequired
Contact Phone Number
New Contact
Triggers when a new contact is created.
Try ItFirst NameRequired
Last NameRequired
CompanyId
Email
Position Title
Website Url
Primary Phone
Home Phone
Other Phone
Mobile Phone
Fax
Partner?
Customer?
Supplier?
Contractor?
LinkedIn Profile
Twitter
Skype
Custom Field 1
Custom Field 2
Street Address
City
State
Postcode
Country
New Job
Triggers when a Job is created.
Try ItCompany Name
Company EmailRequired
Company Phone
Company Website
Profile
Billing Address: Address Line 1
Billing Address: Address Line 2
Billing Address: City
Billing Address: State
Billing Address: Post Code
Billing Address: Country
Shipping Address: Address Line 1
Shipping Address: Address Line 2
Shipping Address: City
Shipping Address: State
Shipping Address: Post Code
Shipping Address: Country
Contact First NameRequired
Contact Last Name
Contact EmailRequired
Contact Phone Number
New Invoice
Triggers when a new invoice is created.
Try ItInvoice TypeRequired
Transaction TypeRequired
Billing Contact
Transaction DateRequired
Invoice Number
Purchase Order Number
Summary
Due Date
Currency
Foreign exchange rate
Auto Populate Fx Rate
Is Tax Included?
Quantity
Inventory ItemRequired
Description
Tax Code
Unit Price
Percentage Discount
Tags
Internal Notes
External Notes
Requires Follow Up
Send To Contact
Quick Payment - Date Paid
Quick Payment - Date Cleared
Quick Payment - Bank Account
Quick Payment - Amount
Quick Payment - Reference
Quick Payment - Summary
