Sortlist + Wrike
Create tasks in Wrike for new opportunities received in Sortlist
Stay on top of your projects with this workflow that springs into action when an Opportunity Received event is registered in Sortlist, swiftly creating a corresponding task in Wrike. By aligning your workflow with this process, you ensure efficient and timely response to each newly received opportunity from Sortlist. This not only optimizes your project management but also keeps your team updated in real-time.
Stay on top of your projects with this workflow that springs into action when an Opportunity Received event is registered in Sortlist, swiftly creating a corresponding task in Wrike. By aligning your workflow with this process, you ensure efficient and timely response to each newly received opportunity from Sortlist. This not only optimizes your project management but also keeps your team updated in real-time.
- When this happens...Opportunity Received
Triggers when you receive an opportunity.
- automatically do this!Create Task
Create a new task.
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