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- Automation to delete a customer from one organization and add them to another
Automation to delete a customer from one organization and add them to another
PeopleJoy Support
May 31, 2022 edited
Is there a way to create an automation to delete a customer from Organization A and add them to B?
In other words, if certain conditions are met I would like the automation to remove the customer from one organization and assign them to another. I do not wish for the customer to be in both organizations at the same time if that makes sense. I want them taken completely out of one and put in the other, but I wish to do it through an automation not manually, if that makes sense.
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