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