Create new Hive projects from new tasks in Wealthbox CRM
Streamline your project management process with this seamless workflow. When a new task is added in Wealthbox CRM, it instantly creates a corresponding action for a project in Hive. This automation saves you valuable time on manual data transfers between the two platforms, ensuring project actions are always updated and align with tasks outlined in your CRM. Boost efficiency and keep your projects on track effortlessly.
Streamline your project management process with this seamless workflow. When a new task is added in Wealthbox CRM, it instantly creates a corresponding action for a project in Hive. This automation saves you valuable time on manual data transfers between the two platforms, ensuring project actions are always updated and align with tasks outlined in your CRM. Boost efficiency and keep your projects on track effortlessly.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Action for Project
Creates a new action for project.
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