Create notes in OneNote for new or updated opportunities in Capsule CRM
Stay organized and never miss an update on your Capsule CRM opportunities with this convenient automation. When a new or updated Opportunity arises in Capsule CRM, this workflow will create a note in the designated section of OneNote. With this seamless process, you'll have all your important information in one place, making it easier to manage your business opportunities.
Stay organized and never miss an update on your Capsule CRM opportunities with this convenient automation. When a new or updated Opportunity arises in Capsule CRM, this workflow will create a note in the designated section of OneNote. With this seamless process, you'll have all your important information in one place, making it easier to manage your business opportunities.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
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