Coordinate
Update project custom fields in Coordinate when customers are updated
Keep track of any changes to your customer details in your Coordinate platform with this unique workflow. When a customer's details are updated in the Coordinate app, this process will swiftly ensure that the corresponding Project Set's Custom Field is updated too. This efficient process saves you valuable time and ensures that all your project information in Coordinate remains consistent and up-to-date. So, you no longer have to worry about outdated or mismatched information in your project management system.
Keep track of any changes to your customer details in your Coordinate platform with this unique workflow. When a customer's details are updated in the Coordinate app, this process will swiftly ensure that the corresponding Project Set's Custom Field is updated too. This efficient process saves you valuable time and ensures that all your project information in Coordinate remains consistent and up-to-date. So, you no longer have to worry about outdated or mismatched information in your project management system.
- When this happens...Project Updated
Triggers when a Project is updated in Coordinate.
- automatically do this!Update Project Set Custom Field
Updates a Project
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Comment Added
Triggers when a user adds a new comment or note to an object in Coordinate.
Try ItProject Updated
Triggers when a Project is updated in Coordinate.
Try ItGoal Updated
Triggers when a Goal's details are changed in Coordinate.
Try ItProject Updated
Triggers when Project details are updated in Coordinate.
Try It
