Create tasks in Any.do Workspace for new quotes in Bind ERP
Effortlessly streamline your project management with this automation. Whenever a new quote is generated in Bind ERP, a corresponding task is instantly created within your chosen Any.do Workspace. This workflow assists you in staying organized and ensures you don't miss out on any important tasks stemming from new quotes, improving your efficiency and keeping your projects on track.
Effortlessly streamline your project management with this automation. Whenever a new quote is generated in Bind ERP, a corresponding task is instantly created within your chosen Any.do Workspace. This workflow assists you in staying organized and ensures you don't miss out on any important tasks stemming from new quotes, improving your efficiency and keeping your projects on track.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create Workspace Task
Adds a task to a board in your Any.do Workspace.
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New Invoice
Triggers when a new Invoice is created.
Try ItNew Activity
Triggers when a new activity is scheduled on the calendar.
Try ItNew Quote
Triggers when a new quote is created.
Try ItTitleRequired
CommentRequired
Start DateRequired
End DateRequired
Event TypeRequired
Is PublicRequired
Is RepeatableRequired
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