GuideCX + involve.me
Create GuideCX project notes from new involve.me completed submissions
Create project notes in GuideCX directly from new completed submissions in involve.me with this seamless workflow. Stay organized and save time by having all vital information documented in one place, allowing your team to focus on project completion and customer satisfaction. Enhance your project management process and keep your team informed with this easy-to-use automation.
Create project notes in GuideCX directly from new completed submissions in involve.me with this seamless workflow. Stay organized and save time by having all vital information documented in one place, allowing your team to focus on project completion and customer satisfaction. Enhance your project management process and keep your team informed with this easy-to-use automation.
- When this happens...
- automatically do this!Create Project Note
Creates a new note on the project
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involve.me ProjectRequired
Try ItProject IDRequired
NoteRequired
Author
Internal Only
Task IDRequired
StatusRequired
NameRequired
Customer Domain
Project Manager Email
Project End Date
Template SKUs
Template Execution
Referring Object Id
External ID
Task IDRequired
NoteRequired
Author Email
Internal Only
Assignee Email
Priority
Project Status
Responsibility
Status
Task Type
