Cflow + Redtail CRM
Create and submit Cflow requests for new Redtail CRM contacts
Effortlessly streamline your contact management and process requests with this Redtail CRM and Cflow automation. When a new contact is created in Redtail CRM, this workflow will initiate a request and submit it to Cflow for further action. Enhance your productivity and ensure a seamless flow of information between your apps, keeping your contacts and processes organized and up to date.
Effortlessly streamline your contact management and process requests with this Redtail CRM and Cflow automation. When a new contact is created in Redtail CRM, this workflow will initiate a request and submit it to Cflow for further action. Enhance your productivity and ensure a seamless flow of information between your apps, keeping your contacts and processes organized and up to date.
- When this happens...Contact Created
Triggers when a new contact 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.
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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
