awork + Onepage
Create project tasks in awork for new leads in Onepage
When a new lead is added in Onepage, this workflow springs into action to create a project task in awork. This process not only saves time but ensures your project tasks are created promptly and effectively managed. Forego the manual task of updating both systems and embrace this efficient workflow to optimize your client tracking and project management.
When a new lead is added in Onepage, this workflow springs into action to create a project task in awork. This process not only saves time but ensures your project tasks are created promptly and effectively managed. Forego the manual task of updating both systems and embrace this efficient workflow to optimize your client tracking and project management.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Create Project Task
Creates a new project task.
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Select siteRequired
Try ItNew Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
Try ItUpdated Task
Triggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks.
Try ItNameRequired
Industry
Phone
Email
Tags
New Project
Triggers when a new project is created.
Try ItNew Time Entry
Triggers when a new time entry is created.
Try ItUpdated Time Entry
Triggers when a time entry is updated.
Try ItNameRequired
Description
Company
Project Type
Project Template
Project StatusRequired
Start Date
Due Date
Time Budget In Hours
Project Tags
