Trigger onboarding for clients in Hubly when a task is completed, and assign them to the right workflow

Assign clients to the appropriate workflow in Hubly when a task is completed. Filter conditions ensure only relevant tasks trigger the onboarding process, leading to faster client integration and improved workflow management.

Trigger onboarding for clients in Hubly when a task is completed, and assign them to the right workflow

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Overview

Assign clients to the appropriate workflow in Hubly when a task is completed. Filter conditions ensure only relevant tasks trigger the onboarding process, leading to faster client integration and improved workflow management.

Trigger onboarding for clients in Hubly when a task is completed, and assign them to the right workflow