Create new tasks in Akiflow for every new task in Wealthbox CRM
When a new task is added in Wealthbox CRM, this workflow instantly creates a corresponding task in Akiflow. This streamlined process not only saves time, but it also ensures all tasks are consolidated in one place, enhancing productivity and efficiency. Stay organized and never overlook important tasks with this simple Wealthbox CRM to Akiflow automation.
When a new task is added in Wealthbox CRM, this workflow instantly creates a corresponding task in Akiflow. This streamlined process not only saves time, but it also ensures all tasks are consolidated in one place, enhancing productivity and efficiency. Stay organized and never overlook important tasks with this simple Wealthbox CRM to Akiflow automation.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Task
Create a task in Akiflow
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