Create or update Airtable record when Wealthbox CRM task is marked complete, and format date

Capture task completion details in Wealthbox CRM and sync them with Airtable. Update or create records to ensure all relevant information is stored, leading to clearer reporting and improved project management.

Create or update Airtable record when Wealthbox CRM task is marked complete, and format date

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Overview

Capture task completion details in Wealthbox CRM and sync them with Airtable. Update or create records to ensure all relevant information is stored, leading to clearer reporting and improved project management.

Create or update Airtable record when Wealthbox CRM task is marked complete, and format date