Commusoft + TradePortal
Create new jobs in Commusoft when deal stages change in TradePortal
Streamline your operations between TradePortal and Commusoft through this handy automation. Once a deal stage updates in TradePortal, a corresponding task to change the deal stage in Commusoft is initiated. This simple process removes the need for manual intervention, saving you valuable time and boosting productivity in your business operations. Adopt this smart workflow today to dedicate more energy towards your business growth.
Streamline your operations between TradePortal and Commusoft through this handy automation. Once a deal stage updates in TradePortal, a corresponding task to change the deal stage in Commusoft is initiated. This simple process removes the need for manual intervention, saving you valuable time and boosting productivity in your business operations. Adopt this smart workflow today to dedicate more energy towards your business growth.
- When this happens...Deal Stage Changed
Triggers when a Deal Stage is changed.
- automatically do this!Create New Job
This action always creates a Customer based on the provided information and create a new job under the given customer. Please make sure not use this action if the customer already exists in Commusoft.
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