Upfirst + Zite
Create new Zite records for every completed call in Upfirst
This workflow initiates when a call is completed in the Upfirst app, leading to a new record creation in the Zite app. It enhances your productivity by saving time on manual entry and makes sure every completed call in Upfirst is accurately documented in Zite. Ideal for those who want to streamline their post-call procedures, this workflow ensures all details are efficiently captured for better record-keeping.
This workflow initiates when a call is completed in the Upfirst app, leading to a new record creation in the Zite app. It enhances your productivity by saving time on manual entry and makes sure every completed call in Upfirst is accurately documented in Zite. Ideal for those who want to streamline their post-call procedures, this workflow ensures all details are efficiently captured for better record-keeping.
- 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 Record
Creates a new record in a table.
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