Add Clients to Refrens Directly Through the API
New Feature
If you use another app or system alongside Refrens, it can now add clients directly to your Refrens client list.
This means your customer details can flow into Refrens without first creating an invoice, quotation, or lead.
External Apps can -
- Add complete client information, including: Contact and billing details, Tax information, Billing and shipping addresses, Bank details, and Custom fields.
- Fetch the client later to confirm the information stored in Refrens and safely retry failed requests without creating duplicate clients.