Create tasks in Any.do Personal for unserviced visits from Copilot CRM
Stay on top of your tasks with this efficient workflow. When a visit is marked as not serviced in the Copilot CRM app, a new task will be created in your Any.do Personal app. This automation helps ensure that important follow-up actions are added to your to-do list, keeping your customer interactions organized and timely.
Stay on top of your tasks with this efficient workflow. When a visit is marked as not serviced in the Copilot CRM app, a new task will be created in your Any.do Personal app. This automation helps ensure that important follow-up actions are added to your to-do list, keeping your customer interactions organized and timely.
- When this happens...Visit Not Serviced
Triggers when a visit is marked as not serviced.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps