Create tasks in Wealthbox CRM for new Slack pushed messages
Stay on top of your tasks without leaving Slack! With this workflow, whenever a new message is pushed in Slack, it will create a task in Wealthbox CRM, ensuring that you keep track of essential to-dos. Maintain focus on your conversations without missing important tasks, all seamlessly managed with this automation.
Stay on top of your tasks without leaving Slack! With this workflow, whenever a new message is pushed in Slack, it will create a task in Wealthbox CRM, ensuring that you keep track of essential to-dos. Maintain focus on your conversations without missing important tasks, all seamlessly managed with this automation.
- When this happens...New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
- automatically do this!Create Task
Creates a new task.
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