Bookafy + Redtail CRM
Add new Bookafy customers to Redtail CRM as contacts
Redtail CRM is cost-effective, easy to use, cloud-based solution for today’s financial professional. Use Zapier to connect Redtail CRM with Bookafy and perform an automation that creates new Bookafy customers directly into Redtail CRM as contacts
Redtail CRM is cost-effective, easy to use, cloud-based solution for today’s financial professional. Use Zapier to connect Redtail CRM with Bookafy and perform an automation that creates new Bookafy customers directly into Redtail CRM as contacts
New AppointmentTriggers when a new appointment is added.Trigger- New Appointment TypeTriggers when a new appointment type is added.Trigger
- New CustomerTriggers when a new customer is added.Trigger
- New UserTriggers when a new user is added.Trigger
- Create AppointmentCreates a new appointment.Action
- Create CustomerCreates a new customer.Action
Activity CreatedTriggers when a new activity is created in your database.Trigger- Activity DeletedTriggers when an activity is deleted in your database.Trigger
- Redtail CRM
Triggers when an activity is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a new contact is created in your database.
Instant
Trigger
- Redtail CRM
Triggers when a new contact is deleted in your database.
Instant
Trigger
- Redtail CRM
Triggers when an existing contact is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a new opportunity is created in your database.
Instant
Trigger
- Redtail CRM
Triggers when an opportunity is deleted in your database.
Instant
Trigger
- Redtail CRM
Triggers when an opportunity is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a Workflow Step is completed in your database .
Instant
Trigger
- Redtail CRM
Triggers when a Workflow Step Task is completed in your database.
Instant
Trigger
- Redtail CRM
Creates a new activity in your database.
Scheduled
Action
- Redtail CRM
Creates a new contact in your database.
Scheduled
Action
- Redtail CRM
Creates a new opportunity in your database.
Scheduled
Action
- Redtail CRM
Updates and existing activity in your database.
Scheduled
Action
- Redtail CRM
Updates an existing contact in your database.
Scheduled
Action
- Redtail CRM
Updates an existing opportunity in your database.
Scheduled
Action
About Bookafy
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