Create Productboard notes for new or updated Capsule CRM contacts
Effortlessly maintain your CRM contacts and Productboard notes in real-time with this workflow. Whenever a new or updated contact appears in Capsule CRM, it will instantly create a note in Productboard. This ensures your team stays organized and up-to-date on all contact information, streamlining your CRM management process without any manual input.
Effortlessly maintain your CRM contacts and Productboard notes in real-time with this workflow. Whenever a new or updated contact appears in Capsule CRM, it will instantly create a note in Productboard. This ensures your team stays organized and up-to-date on all contact information, streamlining your CRM management process without any manual input.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Note
Triggers when a new note is created.
- Free forever for core features
- 14 day trial for premium features & apps