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Create project task and client record from new job

Create project task and client record from new job

Your new job records hit the ERP without a project card or client entry, delaying onboarding and scheduling. Get project tasks and client entries created automatically so operations can start same day.

Create project task and client record from new job

Overview

When job records land in your ERP without a project card or client entry, onboarding and scheduling stall and your coordinators waste time. This flow creates both the project task and client entry automatically, so operations and account coordinators can begin work the same day and avoid intake rework.

Create project task and client record from new job