Create Agile CRM tasks from new Docsify viewed documents
When this happensStep 1: New Document Viewed
Then do thisStep 2: Create Task
What does really matter at the end of the business day? The number of tasks that have been done. Do you still manually create them in your Agile CRM? Make your life easier with this integration. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Agile CRM. No more manual task creation, let Zapier automate it for you!
How this Docsify-Agile CRM integration works
- The attached Docsify document was opened and viewed by the recipient.
- Zapier automatically creates a new task on Agile CRM
- Agile CRM