Create new Wealthbox CRM notes for every completed task on Google Tasks
Stay on top of your workflow effectively with this seamless integration. Whenever you complete a task in Google Tasks, a new note is instantly created in Wealthbox CRM. This automation helps keep your CRM updated, ensuring you can efficiently track your progress and maintain a consolidated view of your tasks.
Stay on top of your workflow effectively with this seamless integration. Whenever you complete a task in Google Tasks, a new note is instantly created in Wealthbox CRM. This automation helps keep your CRM updated, ensuring you can efficiently track your progress and maintain a consolidated view of your tasks.
- When this happens...New Completed Task
Triggers when a task is completed in a specific task list.
- automatically do this!Create Note
Creates a new note.
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Task ListRequired
Include Assigned Tasks?
Try ItNew Task List
Triggers when a new task list is created.
Try ItTask ListRequired
TitleRequired
Notes
Due On
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Task ListRequired
Include Assigned Tasks?
Try ItList TitleRequired
ListRequired
TaskRequired
Title
Status
Notes
Due Date
ListRequired
TitleRequired