Update tasks in Motion when tasks are completed in Wealthbox CRM
Stay organized and efficient by using this workflow whenever a task is marked as complete in Wealthbox CRM. It will instantly update the corresponding task in the Motion app, ensuring your tasks are consistently monitored and up-to-date. This beneficial process will help you keep your work streamlined and organized, increasing productivity.
Stay organized and efficient by using this workflow whenever a task is marked as complete in Wealthbox CRM. It will instantly update the corresponding task in the Motion app, ensuring your tasks are consistently monitored and up-to-date. This beneficial process will help you keep your work streamlined and organized, increasing productivity.
- When this happens...Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
- automatically do this!Update Task
Updates an existing Task
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