Create deal actions in Bitrix24 CRM when new notes are added in tl;dv
Ensure every note added in tl;dv is instantly recorded as a Deal Action in your Bitrix24 CRM through this effective workflow. It streamlines information transfer between the apps, guaranteeing you don't miss crucial data from your notes. This automation helps in saving valuable time and significantly improves the accuracy of your data, reducing manual input to a minimum.
Ensure every note added in tl;dv is instantly recorded as a Deal Action in your Bitrix24 CRM through this effective workflow. It streamlines information transfer between the apps, guaranteeing you don't miss crucial data from your notes. This automation helps in saving valuable time and significantly improves the accuracy of your data, reducing manual input to a minimum.
- When this happens...Note Added
Triggers when a new note has been added or generated.
- automatically do this!Deal Action
Deal create or update action.
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