Create new project record in SmartSuite when client accepts service proposal in Ignition
Create new project record in SmartSuite when client accepts service proposal in Ignition
Create new project records in SmartSuite when clients accept service proposals in Ignition. Filter to ensure only specific services trigger this action, leading to faster project initiation and improved organization.
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Overview
Create new project records in SmartSuite when clients accept service proposals in Ignition. Filter to ensure only specific services trigger this action, leading to faster project initiation and improved organization.