Any.do Personal + Redtail CRM
Create tasks in Any.do Personal for new Redtail CRM activities
Effortlessly stay on top of your tasks with this seamless workflow between Redtail CRM and Any.do Personal. When a new activity is created in Redtail CRM, a corresponding task will be generated in Any.do Personal. This integration ensures you never miss important tasks, while streamlining your task-management process.
Effortlessly stay on top of your tasks with this seamless workflow between Redtail CRM and Any.do Personal. When a new activity is created in Redtail CRM, a corresponding task will be generated in Any.do Personal. This integration ensures you never miss important tasks, while streamlining your task-management process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Task
Creates a new task.
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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
