Create tasks in ClickUp for every new activity created in Redtail CRM
Streamline your workflow between Redtail CRM and ClickUp with this convenient automation. With this setup, whenever a new activity is created in Redtail CRM, a corresponding task is generated within ClickUp. This ensures your team stays updated with new tasks that need attention, boosting productivity and making task management a breeze.
Streamline your workflow between Redtail CRM and ClickUp with this convenient automation. With this setup, whenever a new activity is created in Redtail CRM, a corresponding task is generated within ClickUp. This ensures your team stays updated with new tasks that need attention, boosting productivity and making task management a breeze.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Task
Creates a new task.
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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