Streak + Workboard
Update Workboard action items for updated Streak contacts
Keep your Workboard tasks up-to-date with this Streak and Workboard workflow. Whenever a contact is updated in Streak, this automation will create a new action item in Workboard, ensuring that important details and follow-ups are reflected in your project management tool. Stay organized and on top of your contacts by seamlessly connecting your CRM and task management apps.
Keep your Workboard tasks up-to-date with this Streak and Workboard workflow. Whenever a contact is updated in Streak, this automation will create a new action item in Workboard, ensuring that important details and follow-ups are reflected in your project management tool. Stay organized and on top of your contacts by seamlessly connecting your CRM and task management apps.
- When this happens...Updated Contact
Triggered when a contact is updated.
- automatically do this!Create Action Item
Create an action item in Workboard
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