CINC + Sierra Interactive
Create notes in Sierra Interactive when new notes are applied in CINC
Every time a new note is applied in the CINC app, this workflow creates a corresponding note in the Sierra Interactive app. This automation allows you to keep a unified and consistent record across both platforms without manually transferring information. It's an ideal solution if you're aiming to improve efficiency in managing and organizing notes in your real estate operations.
Every time a new note is applied in the CINC app, this workflow creates a corresponding note in the Sierra Interactive app. This automation allows you to keep a unified and consistent record across both platforms without manually transferring information. It's an ideal solution if you're aiming to improve efficiency in managing and organizing notes in your real estate operations.
- When this happens...Note Applied
Triggers when a note is applied.
- automatically do this!Create Note
Add a Note to the lead's history.
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