awork + BoondManager Integration

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BoondManager + awork Integration

Create awork task for new BoondManager contact

BoondManager and awork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in BoondManager, do you also create a task in awork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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BoondManager + awork Integration

Create awork task for new BoondManager opportunities

Imagine this scenario: you've just negotiated a great opportunities with a potential client, and you want to make sure that the ball is kept in your court by creating a task in awork to ensure that the opportunities goes through. Wouldn't it be great if there was an easy way to do that right from within BoondManager? Well now there is!

With our integration between BoondManager and awork, creating task in awork is now easier than ever. Whenever a opportunities is created in BoondManager, you can automatically create a corresponding task in awork to keep your team up-to-date.
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BoondManager + awork Integration

Create awork project from new BoondManager company

If you're using awork to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in BoondManager, use this automation to create a project in awork. This will help keep your time tracking organized and easy to access.
awork + BoondManager Integration

Create BoondManager contact for new awork client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this awork - BoondManager integration, anytime a new awork client is created, an BoondManager contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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awork + BoondManager Integration

Create BoondManager opportunities from new awork client

Anytime a new client is created in your awork, a new opportunities will automatically be created in your BoondManager. This ensures that all of your opportunities are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This awork - BoondManager integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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awork + BoondManager Integration

Create BoondManager company from new awork project

If you're using the time tracking app awork to manage your project, you'll want to create a company in BoondManager to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in BoondManager whenever you create a project in awork.
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awork + BoondManager Integration
1.
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork Instant
  • BoondManager
    Candidate is created in BoondManager Instant
  • BoondManager
    Contact is updated in BoondManager Instant
  • BoondManager
    Contact is created in BoondManager Instant
  • BoondManager
    Candidate is updated in BoondManager Instant
  • BoondManager
    Resource is created in BoondManager Instant
  • BoondManager
    Action is created in BoondManager Instant
  • BoondManager
    Action is updated in BoondManager Instant
  • BoondManager
    Company is created in BoondManager Instant
  • BoondManager
    Company is updated in BoondManager Instant
  • BoondManager
    Opportunity is created in BoondManager Instant
  • BoondManager
    Opportunity is updated in BoondManager Instant
  • BoondManager
    Project is created in BoondManager Instant
  • BoondManager
    Project is updated in BoondManager Instant
  • BoondManager
    Invoice is created in BoondManager Instant
  • BoondManager
    Invoice is updated in BoondManager Instant
2.
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Creates a new company. in awork
  • awork
    Create Project in awork
  • BoondManager
    Create candidate in BoondManager
  • BoondManager
    Update candidate in BoondManager
  • BoondManager
    Create contact in BoondManager
  • BoondManager
    Search contact in BoondManager
  • BoondManager
    Search candidate in BoondManager
  • BoondManager
    Update contact in BoondManager
  • BoondManager
    Import file in BoondManager
  • BoondManager
    Create company in BoondManager
  • BoondManager
    Search company in BoondManager
  • BoondManager
    Update company in BoondManager
  • BoondManager
    Create opportunity in BoondManager
  • BoondManager
    Create resource in BoondManager
  • BoondManager
    Search resource in BoondManager
  • BoondManager
    Update resource in BoondManager
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