Create Checkvist list for new Billwerkplus customer
When you create a new customer in Billwerkplus, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your customer's information and keep everything organized.
You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your customer's information. Stay organized and efficient with Billwerkplus and Checkvist!
See moreYou can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your customer's information. Stay organized and efficient with Billwerkplus and Checkvist!
