Redtail CRM + ShareFile
Create ShareFile client users from new Redtail CRM activities
Easily maintain consistency between your Redtail CRM and ShareFile with this seamless workflow. When a new activity is created in Redtail CRM, this automation sets up a new client user in ShareFile, keeping your client information up-to-date across both platforms. Simplify your sales and account management processes with this straightforward integration.
Easily maintain consistency between your Redtail CRM and ShareFile with this seamless workflow. When a new activity is created in Redtail CRM, this automation sets up a new client user in ShareFile, keeping your client information up-to-date across both platforms. Simplify your sales and account management processes with this straightforward integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Client User
Creates a ShareFile user with the given information.
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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
