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Avaza + Redtail CRM

Create Avaza contacts from new Redtail CRM activities

Effortlessly transfer activity information between Redtail CRM and Avaza with this smooth workflow. Once set up, this automation ensures that when a new activity is registered in Redtail CRM, a corresponding contact is instantly created in Avaza. Keep your team informed, reduce manual data entry, and maintain an accurate overview of your contacts by using this efficient solution.

Effortlessly transfer activity information between Redtail CRM and Avaza with this smooth workflow. Once set up, this automation ensures that when a new activity is registered in Redtail CRM, a corresponding contact is instantly created in Avaza. Keep your team informed, reduce manual data entry, and maintain an accurate overview of your contacts by using this efficient solution.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    AvazaAvaza
    Create Contact

    Creates a new Contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
avaza logo
avaza logo

About Avaza

Avaza is software designed to run your client focused business. It includes modules for project & task management, timesheets, expense reporting, quotes & invoicing.
Learn moreHelp

Related categories

  • Project Management

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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