Destination data in a Quotation or an Invoice differs like "Nippon Telegraph and Telephone Corporation" or "Nippon Telegraph and Telephone Corp." or "NTT Corporation" ... Yet, the SELECT method must be adopted for an input form in Quote creation flow or Billing flow (instead of TEXT form). Otherwise, data that are not worthy to be aggregated would be accumulated, on and on.
Even though we manage so-called "Customer Master" in a Spreadsheet...
In the following Workflow, it is devised that a "Customer Master for Workflow platform" to be updated automatically with data in a Google Spreadsheet. The "Customer Master" will be maintained to be always up-to-date.
* The Auto-step (Service Task) referred to [Sheet reference] which is utilized here, will become available by feature expansion with [Addon XML] beforehand. (v11.1: 2016-09-05)
[Customer Master Synchronization]