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Chatwork + Redtail CRM

Create tasks in Chatwork for newly created Redtail CRM contacts

Effortlessly manage your Redtail CRM contacts and stay on top of tasks with this seamless workflow. When a new contact is created in Redtail CRM, a task will be generated in Chatwork, ensuring you never miss any important follow-ups. This simple automation helps you save time and maintain organization, streamlining your communication and task management processes.

Effortlessly manage your Redtail CRM contacts and stay on top of tasks with this seamless workflow. When a new contact is created in Redtail CRM, a task will be generated in Chatwork, ensuring you never miss any important follow-ups. This simple automation helps you save time and maintain organization, streamlining your communication and task management processes.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    ChatworkChatwork
    Create Task

    Adds a new task in a specific group chat.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About Chatwork

Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.
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Related categories

  • Team Chat

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