Motion + TradePortal
Create tasks in Motion when deal stages change in TradePortal
Simplify your workflow with this integration. Whenever a trade deal progresses on TradePortal, corresponding tasks are promptly formed in Motion. This seamless process keeps you abreast with your deals without the stress of navigating multiple platforms, freeing up your schedule for significant tasks.
Simplify your workflow with this integration. Whenever a trade deal progresses on TradePortal, corresponding tasks are promptly formed in Motion. This seamless process keeps you abreast with your deals without the stress of navigating multiple platforms, freeing up your schedule for significant tasks.
- When this happens...Deal Stage Changed
Triggers when a Deal Stage is changed.
- automatically do this!Create Task
Creates a new Motion Task
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About Motion
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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About TradePortal
TradePortal is an all-in-one: Sales CRM, Job Management and Invoicing platform for trade business who focus on growth.