Create a board in Miro when a task matching specific conditions is created in Close

Launch this workflow to connect Close CRM & Miro !

■Overview

Do you manage tasks in Close, a CRM tool, and handle discussions and project management in Miro, but find it time-consuming to operate each tool manually?
In particular, creating a board in Miro every time a specific task is created in Close can be tedious and may lead to missed board creation. This workflow automates the integration between Close and Miro, automatically creating a Miro board when a specific task is created, helping you streamline these processes.

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■Who is this template for?

Those who use Close and Miro together to manage everything from tasks to project execution
Those who manually create Miro boards based on specific tasks managed in Close
Those who want to automate the integration between Miro and Close for sales activities or project management

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■Benefits of using this template

Automatically generate a Miro board when a task matching specific conditions is created in Close, eliminating the need to create boards and transfer information manually.
Reduce the risk of human errors, such as forgetting to create a board or entering related information incorrectly, and improve operational accuracy.

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■Workflow

First, connect Miro and Close to Yoom.
Next, select Close as the trigger and set the action to “When a new task is created.”
Then, configure a branching operation so that only tasks matching specific conditions proceed to the subsequent steps.
Finally, set the Miro “Create a board” action as an operation to create a new board.

※“Trigger”: The action that starts the workflow. “Operation”: The action performed within the workflow after the trigger starts.

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■Customization options

Set branching conditions based on task information retrieved from Close. For example, you can configure the workflow to create a Miro board only when the task name contains a specific keyword.
Set access permissions, such as the board’s sharing scope, when creating a board in Miro. You can flexibly control the visibility of the board to suit the nature of your project.

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■Notes

Connect both Close and Miro to Yoom.
Close is available on the Mini plan and above. Please note that on the Free and Personal plans, configured workflow operations and Data Connect will result in errors.
Paid plans, including the Personal, Mini, Team, and Success plans, offer a two-week free trial. During the free trial, you can use apps subject to plan restrictions.
Branching is an operation available on the Personal plan and above. Please note that on the Free plan, configured workflow operations will result in errors.
Paid plans, such as the Personal plan, offer a two-week free trial. During the free trial, you can use apps and operations subject to plan restrictions.

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About the Apps

Close CRM

Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.

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Miro

Yoom allows integration with Miro's API without code, enabling operations on Miro via the API. For example, you can automatically create Miro boards and invite users, or automatically create sticky notes and cards on Miro boards.

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About the apps you use

Close CRM

see details

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