Virtuous CRM + WaiverFile
Create tasks in Virtuous CRM for new waivers in WaiverFile
Streamline your task management with this efficient workflow. When a new waiver is added in WaiverFile, a corresponding task is promptly created in Virtuous CRM. This automation ensures no new waivers go unnoticed and each one is systematically addressed in your CRM without any manual intervention. It not only simplifies your process but also allows you to focus on more important tasks, enhancing overall productivity.
Streamline your task management with this efficient workflow. When a new waiver is added in WaiverFile, a corresponding task is promptly created in Virtuous CRM. This automation ensures no new waivers go unnoticed and each one is systematically addressed in your CRM without any manual intervention. It not only simplifies your process but also allows you to focus on more important tasks, enhancing overall productivity.
- When this happens...New Waiver
Triggers when a new waiver is collected.
- automatically do this!Create Task
Creates a task.
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Edit Event
Triggers when an event is edited.
Try ItNew Event
Triggers when a new event is created.
Try ItEvent NameRequired
Start DateRequired
End DateRequired
All Day Event
Manager Email List
Manager Email Message
Event Category ID
Waiver Form IDs
Location
Signing Cutoff
Maximum Participants
Workflow IDs
Contact note status
Try It
