Create tasks in Kanban Tool for new customers in QuickBooks Online
Streamline your customer management process with this efficient workflow that connects QuickBooks Online and Kanban Tool. Whenever a new customer is added in QuickBooks Online, a task will be created in Kanban Tool, keeping your team organized and up-to-date on their responsibilities. This automation ensures a seamless transition between customer onboarding and task management, allowing you to focus on building strong customer relationships.
Streamline your customer management process with this efficient workflow that connects QuickBooks Online and Kanban Tool. Whenever a new customer is added in QuickBooks Online, a task will be created in Kanban Tool, keeping your team organized and up-to-date on their responsibilities. This automation ensures a seamless transition between customer onboarding and task management, allowing you to focus on building strong customer relationships.
- When this happens...New Customer
Triggered when you add a new customer.
- automatically do this!Create Task
Creates a new task on a specific board.
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