Description

This automation automatically sets up ‘relationship’ connections between the various items in your workflow.
No more manual updates or searching for related items; everything you need is just a click away.

Common usage examples:

• Project Management: See what was sold to clients, and keep clients with multiple projects in order. Link Projects to their Client, and the Lead or Quote that resulted in them.
• Client Relationship Management: Maintain a clear overview of your client interactions. Link client details with their respective projects, tasks, and communications for a comprehensive view of your business relationships.
• Streamlined Quoting and Invoicing: Simplify your financial processes by linking quotes and invoices directly to their respective tasks and projects. Track the progress from initial lead to final payment.

Requires a clear trigger for when each item should be created, or if already existing, a unique identifier to find them.