Mercury Connect + Motion integrations
Create tasks in Motion from new opportunities in Mercury Connect
Stay on top of new opportunities with this efficient workflow. Whenever a new opportunity arises in Mercury Connect, a corresponding task is promptly created in the Motion app. This streamlines your task management process and ensures you never miss a potential business prospect. Enhance your productivity and seize every opportunity with this seamless integration.
- When this happens...New OpportunityTriggers when an opportunity is created.
- automatically do this!Create TaskCreates a new Motion Task
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More things you can do with Mercury Connect and Motion
Discover other triggers and actions you can use with Mercury Connect and Motion
- Opportunity TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Contact TypeRequired
Try ItTriggerInstant
- Contact TypeRequired
Try ItTriggerInstant- Contact TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Virtual Branch
- Title
- EmailRequired
- First NameRequired
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
ActionWrite
Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
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Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
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