Create to-dos in Basecamp 3 from new or updated opportunities in Capsule CRM
Stay organized and optimize your task management effortlessly with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, a corresponding To-Do is created in Basecamp 3. This ensures you never lose sight of important opportunities and allows you to swiftly take necessary action right from your Basecamp 3 platform. It is a simple yet effective way to streamline your business process and enhance productivity.
Stay organized and optimize your task management effortlessly with this efficient workflow. Whenever there's a new or updated opportunity in Capsule CRM, a corresponding To-Do is created in Basecamp 3. This ensures you never lose sight of important opportunities and allows you to swiftly take necessary action right from your Basecamp 3 platform. It is a simple yet effective way to streamline your business process and enhance productivity.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create To-Do
Triggers when a new to-do is created in a to-do list.
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