MyCase + Upfirst
Create new tasks in MyCase when calls are completed in Upfirst
This workflow helps streamline your task management process. When a call is completed in Upfirst, a corresponding task is instantly created in MyCase, making it easier to track and manage calls. This automation not only saves you time but also improves efficiency and organization by ensuring nothing slips through the cracks.
This workflow helps streamline your task management process. When a call is completed in Upfirst, a corresponding task is instantly created in MyCase, making it easier to track and manage calls. This automation not only saves you time but also improves efficiency and organization by ensuring nothing slips through the cracks.
- When this happens...Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
- automatically do this!Create Task
Creates a new Task.
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