Create tasks in Any.do Personal for new contacts in Wealthbox CRM
Effortlessly manage your contacts and tasks with this seamless workflow between Wealthbox CRM and Any.do Personal. When a new contact is added in Wealthbox CRM, a task will be created in Any.do Personal, ensuring that you stay on top of your responsibilities and never miss important follow-ups. Streamline your productivity and keep your contact management up-to-date with this efficient automation.
Effortlessly manage your contacts and tasks with this seamless workflow between Wealthbox CRM and Any.do Personal. When a new contact is added in Wealthbox CRM, a task will be created in Any.do Personal, ensuring that you stay on top of your responsibilities and never miss important follow-ups. Streamline your productivity and keep your contact management up-to-date with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
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