"create cards in Flozy boards for new client onboarding in Flozy"
Streamline your client onboarding process in Flozy with this efficient automation. Whenever a new client is onboarded, it instantly generates a card in the Boards section of Flozy, helping you effectively manage and track their tasks. This seamless procedure ensures you stay on top of your new client commitments, enhancing productivity and efficiency within your workflow.
Streamline your client onboarding process in Flozy with this efficient automation. Whenever a new client is onboarded, it instantly generates a card in the Boards section of Flozy, helping you effectively manage and track their tasks. This seamless procedure ensures you stay on top of your new client commitments, enhancing productivity and efficiency within your workflow.
- When this happens...Client Onboarding
Trigger when user a onboarding is completed.
- automatically do this!Create Card in Boards
Creates a card in a board
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