ConvertAPI + Redtail CRM
Create and convert files in ConvertAPI when new activities are added to Redtail CRM
Effortlessly manage your document conversions with this Redtail CRM and ConvertAPI workflow. With this automation, every time you create a new activity in Redtail CRM, a related document will be converted using the ConvertAPI file conversion service. Streamline and optimize your document handling process, saving you valuable time and resources.
Effortlessly manage your document conversions with this Redtail CRM and ConvertAPI workflow. With this automation, every time you create a new activity in Redtail CRM, a related document will be converted using the ConvertAPI file conversion service. Streamline and optimize your document handling process, saving you valuable time and resources.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Advanced: Convert File
Converts a file to the specified format.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
