Create tasks in Google Tasks for new quotes in Xero
Instantly create a task in Google Tasks when a new quote is added in Xero with this efficient workflow. Stay organized and on top of your sales process by ensuring that every quote is assigned and managed as a task. Simplify your work routine and never miss a follow-up on potential clients with this time-saving automation.
Instantly create a task in Google Tasks when a new quote is added in Xero with this efficient workflow. Stay organized and on top of your sales process by ensuring that every quote is assigned and managed as a task. Simplify your work routine and never miss a follow-up on potential clients with this time-saving automation.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create Task
Creates a new task.
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