Create integrations between CampLegal and Redtail CRM to automate any workflow
Quickly automate workflows with CampLegal and Redtail CRM using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Fetch Active Intake Templates
Populates with a list of intake templates
Try It - Person UUIDRequired
- Person UUIDRequired
- Intake Name
- Activity Deleted
Triggers when an activity is deleted in your database.
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- firstNameRequired
- middleName
- lastNameRequired
- genderRequired
- email
- phone
- languageRequired
- potentialValue
- zapierContentHash
- notes
- probabilityRequired
- country
- referralSourceRequired
- Person UUIDRequired
- Activity Created
Triggers when a new activity is created in your database.
Try It - Activity Updated
Triggers when an activity is updated in your database.
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