Capsule CRM + FIN Compliance
Create calendar tasks in FIN Compliance for new or updated contacts in Capsule CRM
Keep your Capsule CRM contacts and FIN Compliance tasks in sync with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, a Calendar Task will be created in the FIN Compliance app. This ensures that your compliance tasks are always up-to-date with the latest information from your CRM, streamlining your task management process and saving you valuable time.
Keep your Capsule CRM contacts and FIN Compliance tasks in sync with this seamless workflow. Whenever a new or updated contact is detected in Capsule CRM, a Calendar Task will be created in the FIN Compliance app. This ensures that your compliance tasks are always up-to-date with the latest information from your CRM, streamlining your task management process and saving you valuable time.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Calendar Task
Creates a new (blue) task in your FIN Compliance calendar
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