JobTread + Motion
Create new tasks in Motion when new customer contacts are created in JobTread
Keep your project management streamlined and efficient with this automation setup. When a new customer contact is added in JobTread, it will prompt a new task creation in Motion. This workflow ensures that every new contact is immediately followed up with a task in Motion, keeping your team on track and responsive to all customer-related activities. This automated process saves time and reduces manual data entry, increasing productivity and efficiency.
Keep your project management streamlined and efficient with this automation setup. When a new customer contact is added in JobTread, it will prompt a new task creation in Motion. This workflow ensures that every new contact is immediately followed up with a task in Motion, keeping your team on track and responsive to all customer-related activities. This automated process saves time and reduces manual data entry, increasing productivity and efficiency.
- When this happens...Customer Contact Created
Triggers when a contact is created for a customer.
- automatically do this!Create Task
Creates a new Motion Task
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