Create SuiteDash tasks from new involve.me completed submissions
Efficiently manage your involve.me user submissions by automating the task creation process in SuiteDash. This workflow activates when someone completes a submission in your involve.me project, promptly creating a task in SuiteDash with the relevant details. Save valuable time and streamline your project management while ensuring that every submission gets the attention it deserves.
Efficiently manage your involve.me user submissions by automating the task creation process in SuiteDash. This workflow activates when someone completes a submission in your involve.me project, promptly creating a task in SuiteDash with the relevant details. Save valuable time and streamline your project management while ensuring that every submission gets the attention it deserves.
- When this happens...
- automatically do this!Create Task
Creates a new task.
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involve.me ProjectRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created.
Try ItCompany NameRequired
Category
Primary Phone
Work Email
Home Email
Im
Website
Physical Address
Background Info
Work Phone
Shop Phone
Home Phone
Tags
Associated Contacts
Role
First Name
Last Name
Primary Email
New Company
Triggers when a new company is created.
Try ItNew Project
Triggers when a new project is created.
Try ItType
StatusRequired
PriorityRequired
Project
Assign User
Task TitleRequired
Estimated Time Required (Hours)
Total Time Spent (Hours)
Task Description
Due Date
Tags
Project Template
Project Status
Users Assigned to the Project
Assigned ClientRequired
Project NameRequired
Estimated Completion DateRequired
Project Description
Estimated Value
Currency
Project Leader
Set Estimated Time/Time Spent As