Create new Todoist tasks when Wealthbox CRM workflow steps are completed
Stay organized and competent with this seamless integration between Wealthbox CRM and Todoist. Now, each time you complete a workflow step inside Wealthbox CRM, a corresponding task will be created in Todoist. This automatic process ensures that all critical tasks are tracked in one place, completing your workflow efficiently. Streamline your project management efforts without missing a beat.
Stay organized and competent with this seamless integration between Wealthbox CRM and Todoist. Now, each time you complete a workflow step inside Wealthbox CRM, a corresponding task will be created in Todoist. This automatic process ensures that all critical tasks are tracked in one place, completing your workflow efficiently. Streamline your project management efforts without missing a beat.
- When this happens...Workflow Step Complete
Triggers when an existing workflow step is completed.
- automatically do this!Create Task
Creates a new task.
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