Avaza + Redtail CRM
Avaza + Redtail CRM
Avaza + Redtail CRM integrations
Create projects in Avaza for new Redtail CRM contacts
Effortlessly manage your client projects with this convenient automation. When a new contact is added in Redtail CRM, a project will be created in Avaza, streamlining your process and ensuring all important client data is transferred seamlessly. Spend less time on manual tasks and focus on delivering exceptional service to your clients.
- When this happens...
Contact CreatedTriggers when a new contact is created in your database.TriggerInstant - automatically do this!
Create ProjectCreates a new Project.ActionWrite
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More things you can do with Redtail CRM and Avaza
Discover other triggers and actions you can use with Redtail CRM and Avaza
Activity CreatedTriggers when a new activity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Deleted
Triggers when a new contact is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Created
Triggers when a new opportunity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Updated
Triggers when an opportunity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Bill UpdatedTriggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Deleted
Triggers when an estimate is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense Created
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Updated
Triggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Deleted
Triggers when a invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Update
Triggers when a invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggered when a new company contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task Created
Trigger when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Deleted
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Schedule Series Created
Triggers when a new schedule series record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Schedule Series Updated
Triggers when a schedule series record is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Updated
Trigger when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Timesheet Entry Updated
Trigger when a timesheet entry is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project TitleRequired
- Company ID
- Company Name
- Currency Code
- Project Notes
- Timesheet Approval Required by Default
- Populate Default Project Members
- Is Task Required On Timesheet
- Start Date
- EndDate
- Budget Amount
- Budget Hours
- Project Status Code
- Project Category IDFK
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Transaction Prefix
- Bill Number
- Company ID
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Bill Template ID
- Subject
- Supplier PO Number
- Date Issued
- Payment Terms
- Due Date
- Transaction Tax Config Code
- Notes
- Inventory Item ID
- Inventory Item Name
- Description
- Quantity
- Unit Price
- Tax ID
- Tax Name
- Tax Percent
- Discount
- Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Currency Code
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Amount
- Payment Number
- Date Issued
- Transaction Prefix
- Customer IDFK
- Exchange Rate
- Transaction Reference
- Notes
- Payment Provider Code
- Invoice Transaction IDFK
- Allocation Amount
- Allocation Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Timesheet Category ID
- Billable
- Payable
- Rate Amount
- Budget Hours
- Cost Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Leave UserIDFK
- Leave Notify
- Leave Hours Per Day
- Leave Type IDFK
- Leave Notes
- Leave Start Date
- Leave End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Project ID
- Timesheet Category ID
- Task ID
- Duration
- Is Invoiced
- Entry Date
- Has Start End Time
- Notes
- Custom Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Series IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search
- Project Code
- Company ID
- Timesheet User ID
- Page Number
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Contact EmailRequired
- FirstnameRequired
- LastnameRequired
- Currency Code
- Company Billing Address
- Position Title
- Mobile
- Phone
- Update Existing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project Timesheet CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense Date FromRequired
- Expense Date ToRequired
- User Email
- User ID
- Category Name
- Customer ID
- Project ID
- is Chargeable
- is Invoiced
- Expense Reimbursement ID
- Expense Payment Method ID
- Expense Approval Status Code
- Search
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Updated After
- Page Size
- Page Number
- Transaction Status Code
- Issue Date From
- Issue Date To
- Due Date From
- Due Date To
- Sort
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Date FromRequired
- Schedule Date ToRequired
- Updated After
- Schedule Series ID
- User ID
- User Email
- Page Size
- page Number
- Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entry Date FromRequired
- Entry Date ToRequired
- User ID
- User Email
- Category Name
- Timesheet Entry Approval Status Code
- Project ID
- Task ID
- is Billable
- is Invoiced
- is Timer Running
- include Invoice Details
- Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Project
- Section
- Assigned To
- Title
- Description
- Start Date
- Date Due
- Task Priority
- Estimated Effort
- Task Status Code
- Percent Complete
- Name
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense IDRequired
- Expense Date
- Expense CategoryID
- is Chargeable
- is Reimbursable
- Quantity
- CustomerID
- ProjectID
- TaskID
- CurrencyCode
- Exchange Rate
- Amount
- TaxID
- Transaction Tax Config Code
- Group Trip Name
- Expense Payment MethodID
- Merchant
- Merchant Tax Number
- Notes
- File Attachment IDs
- Verify And Save
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project Title
- Project Notes
- Timesheet Approval Required by Default
- Is Task Required On Timesheet
- Start Date
- EndDate
- Budget Amount
- Budget Hours
- Project Status Code
- Project Category IDFK
- Project Billable Type Code
- Project Budget Type Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Timesheet Category ID
- Billable
- Payable
- Rate Amount
- Budget Hours
- Cost Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Series ID
- Leave User ID
- Leave Hours Per Day
- Leave Type ID
- Leave Notes
- Leave Start Date
- Leave End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File Name + ext.Required
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
- Company NameRequired
- Currency Code
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Created
Triggers when a new contact is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when an existing contact is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Bill Created
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Deleted
Triggers when a company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Deleted
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate Created
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Updated
Triggers when an estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Deleted
Triggers when an expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Sent
Triggers when a new Invoice is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new contact Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new Project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Timesheet Entry
Trigger when a new timesheet entry is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
Triggers when a new Project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Schedule Series Deleted
Triggers when a schedule series record is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Deleted
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Timesheet Entry Deleted
Triggers when an timesheet entry is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - QuantityRequired
- Unit PriceRequired
- Inventory Item IDFK
- Inventory Item Name
- Description
- Tax IDFK
- Tax Name
- Tax Percent
- Discount
- Estimate Prefix
- Estimate Number
- CompanyIDFK
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Invoice Template IDFK
- Subject
- Customer PO Number
- Date Issued
- Estimate Tax Config Code
- Due Date
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- SectionRequired
- Task Type
- TitleRequired
- Description
- Assigned To
- Task Priority
- Start Date
- Date Due
- Estimated Effort
- Name
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Amount
- Payment Number
- Date Issued
- Transaction Prefix
- Company ID
- Exchange Rate
- Transaction Reference
- Notes
- Payment Provider Code
- Currency Code
- Bill Transaction ID
- Allocation Amount
- Allocation Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense DateRequired
- UserID
- User Email
- Expense CategoryID
- Expense Category Name
- is Chargeable
- is Reimbursable
- Quantity
- CustomerID
- CustomerName
- ProjectID
- Project Name
- TaskID
- CurrencyCode
- Exchange Rate
- Amount
- TaxID
- Tax Name
- Transaction Tax Config Code
- Group Trip Name
- Expense Payment MethodID
- Merchant
- Merchant Tax Number
- Notes
- File Attachment IDs
- Verify And Save
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Allowed
- Timesheet Approver
- Expense Approver
- Timesheet Approval Required
- Can Create Tasks
- Can Delete Tasks
- Can Comment On Tasks
- Can Update Tasks
- Project ID
- User ID
- Cost Amount
- Rate Amount
- Budget Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserIDFK
- Hours Per Day
- Total Duration
- Duration Type
- Schedule On Days Off
- ProjectIDFK
- CategoryIDFK
- TaskIDFK
- Notes
- Start Date
- End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Title
- Start Date UTC
- End Date UTC
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Section IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Timer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense NameRequired
- Is EnabledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Company ID
- Roles
- Tags
- Current User Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- QuantityRequired
- Unit PriceRequired
- Inventory Item IDFK
- Inventory Item Name
- Description
- Tax IDFK
- Tax Name
- Tax Percent
- Discount
- Transaction Prefix
- Invoice Number
- CompanyIDFK
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Invoice Template IDFK
- Subject
- Date Issued
- Payment Terms
- Due Date
- Transaction Tax Config Code
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Page Size
- Start Item
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Updated After
- Project ID
- Task ID
- is Invoiced
- Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Updated After
- Page Size
- Page Number
- Sort
- Timesheet User ID
- Company ID
- Project Category ID
- Project Owner User ID
- Project Status Code
- Project Billable Type Code
- Project Budget Type Code
- Date Created From
- Date Created To
- Include Archived
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- Is Complete
- Assigned To Users
- Task Status Code
- Task Priority Code
- Due Date From
- Due Date To
- Sort
- Page Size
- Page Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Search
- Hide Completed
- Page Size
- Page Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyID
- Company Name
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Transaction IDRequired
- Customer PO Number
- Date Issued
- Payment Terms
- Due Date
- Subject
- Notes
- Transaction Tax Config Code
- Exchange Rate
- Invoice Template ID
- Invoice Number
- Transaction Line Item ID
- Inventory Item ID
- Description
- Quantity
- Unit Price
- Tax ID
- Discount
- Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Allowed
- Timesheet Approver
- Expense Approver
- Timesheet Approval Required
- Can Create Tasks
- Can Delete Tasks
- Can Comment On Tasks
- Can Update Tasks
- Project IDRequired
- User IDRequired
- Cost Amount
- Rate Amount
- Budget Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Series ID
- User ID
- Hours Per Day
- Total Duration
- Duration Type
- Schedule on Days Off
- Project ID
- Category ID
- Task ID
- Notes
- Start Date
- End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TimeSheet Entry IDRequired
- Project IDRequired
- Timesheet Category ID
- Task ID
- Duration
- Entry Date
- Has Start End Time
- Notes
- Custom Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Avaza is a versatile software for client-focused businesses. It offers project management, timesheets, expenses, quotes, and invoicing.
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