Upnify + Workast Integration

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Upnify + Workast Integration

Create Workast task for new Upnify client

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

When you create a client in Upnify, do you also create a task in Workast? 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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Upnify + Workast Integration

Create Workast task for new Upnify opportunity

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

With our integration between Upnify and Workast, creating task in Workast is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding task in Workast to keep your team up-to-date.
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Upnify + Workast Integration
1.
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
  • Workast
    Task is created in Workast
2.
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
  • Workast
    Create Task in Workast
  • Workast
    Create Space in Workast
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