Popular QuickBooks Commerce + Wiser Page Workflows
Create Wiser Page contact for new QuickBooks Commerce order
There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Wiser Page contact and start sending them targeted communications.
In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Wiser Page contact for every QuickBooks Commerce order, you can maximize your chances of success with each customer.
Create QuickBooks Commerce contact for new Wiser Page contact
Fortunately, there's a simple solution. You can use Integrately to automatically create a new QuickBooks Commerce contact whenever a new Wiser Page contact is created. That way, you can be sure that all of your contacts are in one place, making it easy to keep track of them.
Plus, you'll save yourself time and hassle by not having to manually transfer data between Wiser Page and QuickBooks Commerce. Just use this Wiser Page - QuickBooks Commerce integration to streamline your contact management and make your life easier.
When Order is created in QuickBooks Commerce > Check any condition > Create member in Wiser Page > Check any condition > Create member group in Wiser Page
When Invoice is created in QuickBooks Commerce > Check any condition > Create member in Wiser Page > Check any condition > Create member group in Wiser Page
When Order is updated in Wiser Page > Check any condition > Create contact in QuickBooks Commerce
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QuickBooks Commerce is a cloud-based retail platform that helps wholesale, multi-channel and B2B businesses run their business. We make it easy to launch new products, scale quickly, and optimize your supply chain in one place.
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