Avaza + Redtail CRM
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.
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 Created
Triggers when a new contact is created in your database.
- automatically do this!Create Project
Creates a new Project.
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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
