MODIFICATIONS

  • 22 Jun 2022 No longer used??? Consider to switch off and delete.


  • Connections
    • Freshsales
    • ToDoist
  • Trigger: TODO-NEWCLIENT in Freshsales-Task subject


Pabbly captures a Freshsales task.


  • Freshsales-New Task trigger
    • Get Date from Freshsales-Task-Due_Date reformat to YYYY-MM-DDTHH:mm:ssZ
    • Todoist : Create a master Task - SET UP NEW KEEPER CLIENT
      • Project ID: (ToDoist):: Martarna Group
      • Section (ToDoist): Pabbly Generated
      • Due Date: current date
    • Todoist : Sub-task 0: Check with client for Keeper subscription status
      • Project ID: (ToDoist):: Martarna Group
      • Section (ToDoist): Pabbly Generated
      • Due Date: current date
    • ST1.0: Confirmed retaining Keeper subscription
    • Todoist : Create a sub-Task 1.1 (set up XERO)
    • Todoist : Create a sub-Task 1.2 (XERO repeating invoices)
    • Todoist : Create a sub-Task 1.3 (set up eWay customer)
    • Todoist : Create a sub-Task 1.4 (eWay recurring payments)
    • Todoist : Create a sub-Task 1.5 (set up PII annual training)
    • Todoist : Create a SUB-Task 1.6 (create Keeper employee password)
    • Todoist : Create a SUB-Task 1.7 (transfer ownership of PII account)
    • Todoist : Create a sub-Task 1.8 (email each employee)
    • Todoist : Create a SUB-Task 1.9 Move DEAL to the WON lane
    • Todoist : Create a sub-Task 2.0 Decision not to proceed with Keeper
    • Todoist : Create a Sub-Task 2.1 Email client that all Keeper records will be deleted
    • Todoist : Create a sub-Task 2.2 Next day - proceed with Keeper tenant deletion
    • Todoist : Create a sub-Task 2.3 FreshSales move deal to lost