Create tasks in MeisterTask for new or updated Capsule CRM contacts
Stay organized and never miss a follow-up with this efficient workflow that connects Capsule CRM and MeisterTask. Whenever a new or updated contact is added in Capsule CRM, a task will be created in MeisterTask, ensuring you always have an up-to-date task list for your contacts. Now you can focus on building relationships while this automation takes care of your to-do list.
Stay organized and never miss a follow-up with this efficient workflow that connects Capsule CRM and MeisterTask. Whenever a new or updated contact is added in Capsule CRM, a task will be created in MeisterTask, ensuring you always have an up-to-date task list for your contacts. Now you can focus on building relationships while this automation takes care of your to-do list.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Task
Creates a new task.
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