Create tasks in Motion for new next actions in OnePageCRM
With this workflow, the moment a new next action is recorded in your OnePageCRM, it swiftly creates a task in the Motion app. This automatic process facilitates quick and efficient task management, ensuring important actions from your CRM never fall through the cracks. Experience seamless digital operations and stay on top of your work with ease.
With this workflow, the moment a new next action is recorded in your OnePageCRM, it swiftly creates a task in the Motion app. This automatic process facilitates quick and efficient task management, ensuring important actions from your CRM never fall through the cracks. Experience seamless digital operations and stay on top of your work with ease.
- When this happens...New Next Action
Triggers when a new next action is added.
- automatically do this!Create Task
Creates a new Motion Task
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Contact ID
Try ItFilter by Type
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try ItContact ID
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Completed Next Action
Triggers when a next action is completed.
Try ItContact ID
Try ItDeal Status
Filter by Deal Name
Filter by Custom Filter
Filter by Tag
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try It