Initiate new case project in SuiteDash, find contacts in SuiteDash when workflow completes in Gavel

Initiate new case projects when a workflow is completed in Gavel. Find relevant contacts in SuiteDash by email or custom field, and create projects to ensure proper assignment and faster project kickoff.

Initiate new case project in SuiteDash, find contacts in SuiteDash when workflow completes in Gavel

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Overview

Initiate new case projects when a workflow is completed in Gavel. Find relevant contacts in SuiteDash by email or custom field, and create projects to ensure proper assignment and faster project kickoff.

Initiate new case project in SuiteDash, find contacts in SuiteDash when workflow completes in Gavel