Our team builds pretty advanced CRM systems inside of Podio and we were looking for an external project management tool.
Our goal was to create a trigger using Podio which would then create a project/task inside of Infinity. This project inside of infinity would have a checklist of pre-defined tasks inside of it.
For example - we click on the trigger (using Zapier, etc.) and:
- Create new Project
a) Project creates a list of tasks (about 13 tasks)
b) Assigns the task to the correct person (as pre-defined)
c) Add’s a pre-defined due date (1 week later)
Is this possible?
Would love to see other peoples automations!