Create new schedules in Pro Crew Schedule for every new activity in Method CRM
Stay on top of every activity in your Method CRM by using this workflow. Whenever a new activity is noted in Method CRM, a schedule is promptly created in the Pro Crew Schedule to ensure seamless project management. This automation not only enhances your productivity but also ensures that no important task falls through the cracks. Enjoy more efficient work processes by connecting your Method CRM and Pro Crew Schedule apps.
Stay on top of every activity in your Method CRM by using this workflow. Whenever a new activity is noted in Method CRM, a schedule is promptly created in the Pro Crew Schedule to ensure seamless project management. This automation not only enhances your productivity but also ensures that no important task falls through the cracks. Enjoy more efficient work processes by connecting your Method CRM and Pro Crew Schedule apps.
- When this happens...New ActivityTriggers when a new activity is added. 
- automatically do this!Create a ScheduleCreates a Schedule 
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- New Activity- Triggers when a new activity is added. Try It
- New Customer or Customer Lead (QuickBooks Only)- Triggers when a new customer or customer lead is added. Try It
- New Opportunity- Triggers when a new opportunity is added. Try It
- Start DateRequired 
- Due Date 
- Comments 
- Opportunity Record ID 
- Contact RecordID 
- StatusRequired 
- TypeRequired 
- Assigned ToRequired 
- Custom Fields 
 
- New Contact- Triggers when a new contact is added. Try It
- New Customer/Vendor or Customer/Vendor Lead (Xero Only)- Triggers when a new customer/vendor or customer/vendor lead is added. Try It
- New Vendor- Triggers when a new vendor is added. Try It
- First NameRequired 
- Last Name 
- Entity Full NameRequired 
- Email 
- Phone 
- Custom Fields 
 







