Automations

(OBX) How to Enable Contact Notifications

Learn how to enable Contact Notification to notify your customers when they are assigned to Tasks and when they are ready for them to work on.

(OBX) Automate Precursive Boards Creation with Flow Builder

Learn how you can save time and automate the creation of a Precursive Board when an Opportunity is closed-won.

(OBX) Create a Precursive Board Automatically

(OBX) Auto Archive Tasks when a Board is Archived

(OBX) Assigning Team Members Automatically: Considerations

(OBX) Add Team Members to the Board Automatically

(OBX) Team Member Mapping Custom Metadata Type

Assign/Reassign Tasks Using Process Builder