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Clients

Managing your clients in ProcessKit

  • Use Liquid Tags to Dynamically Fill Form Fields
  • Creating & managing clients
  • Creating custom client attributes
  • Associating clients with projects
  • Attaching files to tasks, projects, and clients
  • Assigning people to clients
  • Conditional logic based on Client attributes
  • How to use Zapier to create a client and project in one Zap

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  • Clients
  • Getting Started
  • Tasks
  • Zapier Integrations
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