Create new Trello boards for each new project in Wealthbox CRM
Streamline your project management process with this Wealthbox CRM to Trello workflow. Once set up, whenever you create a new project in Wealthbox CRM, a corresponding board is instantly created in Trello. Take advantage of this efficient process to ensure all your projects are uniformly tracked in Trello, providing you with an overview of your business ventures.
Streamline your project management process with this Wealthbox CRM to Trello workflow. Once set up, whenever you create a new project in Wealthbox CRM, a corresponding board is instantly created in Trello. Take advantage of this efficient process to ensure all your projects are uniformly tracked in Trello, providing you with an overview of your business ventures.
- When this happens...New Project
Triggers when a new project is created.
- automatically do this!Create Board
Triggers when a new board is added.
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