Create project tasks in Kantata OX when a proposal is won in Proposify, and filter conditions are met
Create project tasks in Kantata OX when a proposal is won in Proposify, and filter conditions are met
Initiate project setup tasks in Kantata OX when a client accepts a proposal in Proposify. Set specific conditions to ensure the right criteria are met, leading to faster project kick-offs and improved client satisfaction.
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Overview
Initiate project setup tasks in Kantata OX when a client accepts a proposal in Proposify. Set specific conditions to ensure the right criteria are met, leading to faster project kick-offs and improved client satisfaction.