Handle new ServiceTrade deficiencies by creating tasks in Microsoft To Do
Stay on top of your efficiency game with this workflow. Whenever a new deficiency arises in ServiceTrade, this task management automation creates a new task in Microsoft To Do. No more manual entry required, ensuring your issues are organized and ready for action straight away in your Microsoft To Do list. The perfect solution for time-saving and enhancing task monitoring within your business operations.
Stay on top of your efficiency game with this workflow. Whenever a new deficiency arises in ServiceTrade, this task management automation creates a new task in Microsoft To Do. No more manual entry required, ensuring your issues are organized and ready for action straight away in your Microsoft To Do list. The perfect solution for time-saving and enhancing task monitoring within your business operations.
- When this happens...New Deficiency
Triggers when a new deficiency is created.
- automatically do this!Create Task
Triggers when a new task is created.
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New Attachment
Triggers when a new attachment is created.
Try ItNew Comment
Triggers when a new comment is added to a company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try It