LaunchBay + NetHunt CRM

Manage new or updated records in NetHunt CRM by creating projects in LaunchBay

Manage your tasks efficiently with this integration between NetHunt CRM and LaunchBay. As soon as you have a new or updated record in NetHunt CRM, a project is instantly created in LaunchBay. This seamless workflow saves you time, allows you to focus on your key tasks and ensures that every important record promptly results in a relevant project, enhancing productivity.

When this happens...
New or Updated Record in Filter
Triggers when a record matching a specific filter gets created or modified.
TriggerPolling
automatically do this!
Create Project
Creates a new project in Motion.io (optionally using a defined template).
ActionWrite

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Supported triggers and actions

- FolderRequired
Trigger
Polling
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- FolderRequired
Trigger
Polling
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- FolderRequired
Trigger
Polling
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- FolderRequired
- Field
Trigger
Polling
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- Folder
- RecordRequired
- TextRequired
Action
Write

- FolderRequired
- RecordRequired
Action
Write
- FolderRequired
Action
Write

- FolderRequired
- Record
- Search Query
Action
Search
Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
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File Uploaded
Triggers when a file is uploaded to a project.
Trigger
Instant
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Tag Added
Triggers when a tag is added to a project.
Trigger
Instant
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Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
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- Meeting TitleRequired
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Meeting Transcript or SummaryRequired
- Generate a summary of this meeting using AIRequired
Action
Write
- Project NameRequired
- Task TitleRequired
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search againstRequired
- SearchRequired
- Exact MatchRequired
Action
Write

- FolderRequired
Trigger
Polling
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- FolderRequired
Trigger
Polling
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- FolderRequired
- Field
Trigger
Polling
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- FieldRequired
- Search QueryRequired
- FolderRequired
Trigger
Polling
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- FolderRequired
Action
Write
- Folder
- RecordRequired
- Gmail Thread IDRequired
Action
Write
- FolderRequired
- RecordRequired
Action
Write
- FolderRequired
- Record
- Search Query
Action
Search or write
Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- FormRequired
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
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Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
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- Portal Name
- Or: Project Owner Email
- Client Email (single)
- Client Name (single)
- Client Emails (multiple)
- Client Names (multiple)
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Project NameRequired
- Task TitleRequired
- Task Description
- Client Email
- Client Name
- StatusRequired
Action
Write