Create new Basecamp 3 projects from templates every time new clients are added in Hubstaff
When you secure a new client in Hubstaff, you'll want to kick off the project management process promptly. Use this quick workflow to get things rolling instantly in Basecamp 3. As soon as new client details are entered into Hubstaff, a project based on a predefined template will be created in Basecamp 3. This ensures a streamlined transition from client acquisition to project execution, increasing productivity and responsiveness.
When you secure a new client in Hubstaff, you'll want to kick off the project management process promptly. Use this quick workflow to get things rolling instantly in Basecamp 3. As soon as new client details are entered into Hubstaff, a project based on a predefined template will be created in Basecamp 3. This ensures a streamlined transition from client acquisition to project execution, increasing productivity and responsiveness.
- When this happens...New Client
Triggers when a new client is added.
- automatically do this!Create Project From Template
Creates a new project using a template.
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