Checkvist + Redtail CRM
Create Checkvist list items from updated Redtail CRM contacts
Stay on top of your tasks with this efficient workflow between Redtail CRM and Checkvist. When you update a contact in Redtail CRM, a corresponding list item gets created in Checkvist, ensuring you remain organized and maintain a clear overview of your tasks. This seamless process saves time and eliminates the need to manually transfer information between the two platforms.
Stay on top of your tasks with this efficient workflow between Redtail CRM and Checkvist. When you update a contact in Redtail CRM, a corresponding list item gets created in Checkvist, ensuring you remain organized and maintain a clear overview of your tasks. This seamless process saves time and eliminates the need to manually transfer information between the two platforms.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create List Item
Creates a new item in a selected list.
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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
