Create Ora cards for new or updated Capsule CRM opportunities
Stay on top of your Capsule CRM opportunities and improve project management with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, automatically create a card in the Ora app to help you focus on high-priority tasks and keep your team informed. This seamless integration ensures you never miss a valuable sales opportunity and boosts productivity across projects.
Stay on top of your Capsule CRM opportunities and improve project management with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, automatically create a card in the Ora app to help you focus on high-priority tasks and keep your team informed. This seamless integration ensures you never miss a valuable sales opportunity and boosts productivity across projects.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Card
Finds a task.
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