Create tasks in Keap from new action items in Fathom
Ease your workload with this seamless workflow between Fathom and Keap. Whenever a new action item crops up in Fathom, a relevant task is instantly generated in Keap. This automation efficiently bridges the gap between task initiation and execution, ensuring smooth project management and timely completion of all responsibilities.
Ease your workload with this seamless workflow between Fathom and Keap. Whenever a new action item crops up in Fathom, a relevant task is instantly generated in Keap. This automation efficiently bridges the gap between task initiation and execution, ensuring smooth project management and timely completion of all responsibilities.
- When this happens...New Action Item
Triggers when there's a new action item from a meeting.
- automatically do this!Create Task
Creates a new task on a contact
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