Complete tasks in Fellow when they are marked as complete in Wealthbox CRM
Streamline task management between your Wealthbox CRM and Fellow apps using this efficient workflow. When a task is completed in Wealthbox CRM, an action item will be instantly marked as complete in the Fellow app. This integrated workflow saves you time by ensuring your tasks are consistently updated across both platforms, enhancing productivity and reducing potential for error.
Streamline task management between your Wealthbox CRM and Fellow apps using this efficient workflow. When a task is completed in Wealthbox CRM, an action item will be instantly marked as complete in the Fellow app. This integrated workflow saves you time by ensuring your tasks are consistently updated across both platforms, enhancing productivity and reducing potential for error.
- When this happens...Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
- automatically do this!Complete Action Item
Marks an action item as complete.
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