Hi Marshal, thanks for creating this post. I will raise this issue to my team and get back to you once I get any news from them.
Have a great day!
Saw that this has been added to actions.
Any chance notes are going to be added as well?
Hi Marshal,
Apologies for not getting back to you on this sooner. In case you haven't seen yet, we have already added actions to create and update notes. Let us know if you encounter any issues!
Send us a ticket, we will try our best to assist you with your problem
Beyond Blue Pools
Create Task in Infusionsoft
Would like the ability to create a task in IF. Would like to be able to pull in certain jobs from applications and then create a task in IF. Would need to be able to access "Action Description" and "Creation Notes" in the Infusionsoft task.
1 person likes this idea