New boards in Wekan — Notes in Freshworks CRM

The scenario catches new boards in Wekan and creates notes in Freshworks CRM. Runs on its own, no manual copying.

  • Every card from Wekan gets a context note in Freshworks CRM.
  • The team doesn't ask where the card came from.
  • The details are written down at once.
Add it to your accountScriptera

How it works

To create Freshworks CRM records from Wekan without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Trello
  3. Then: Active Campaign

You can launch this Wekan + Freshworks CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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