Launch PreciseFP form engagements when new Hubly tasks are completed
Activate this template to automatically create a PreciseFP form engagement when a new task is completed in Hubly. This automation helps streamline client workflows by sending the right form at the right time—without manual follow-up.
Activate this template to automatically create a PreciseFP form engagement when a new task is completed in Hubly. This automation helps streamline client workflows by sending the right form at the right time—without manual follow-up.
- When this happens...Task Completed
Triggers when a task is completed.
- automatically do this!Create Form Engagement
Engages a client or co-client with the desired form template.
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