Cflow + Redtail CRM
Create and submit Cflow requests for new Redtail CRM activities
Stay on top of new activities in Redtail CRM by streamlining your workflow with Cflow. With this automation, whenever a new activity is created in Redtail CRM, a request will be generated and submitted in Cflow. This seamless process helps you manage tasks efficiently and ensures you never miss any important action items in your CRM.
Stay on top of new activities in Redtail CRM by streamlining your workflow with Cflow. With this automation, whenever a new activity is created in Redtail CRM, a request will be generated and submitted in Cflow. This seamless process helps you manage tasks efficiently and ensures you never miss any important action items in your CRM.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create a Request and Submit
Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.
- Free forever for core features
- 14 day trial for premium features & apps
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
