bexio + Redtail CRM
Create new bexio persons when Redtail CRM activities are created
Efficiently manage your contacts by seamlessly connecting Redtail CRM and bexio with this automation. When a new activity is created in Redtail CRM, a corresponding person will be created in bexio, streamlining your process and ensuring your contact information remains up-to-date in both applications.
Efficiently manage your contacts by seamlessly connecting Redtail CRM and bexio with this automation. When a new activity is created in Redtail CRM, a corresponding person will be created in bexio, streamlining your process and ensuring your contact information remains up-to-date in both applications.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Person
Create a new person.
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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
