Create Redtail CRM activities for new Clio activities
Effortlessly keep your client activities in sync between Clio and Redtail CRM with this seamless workflow. Whenever a new activity is added in Clio, the same activity will be created in Redtail CRM, ensuring consistent and up-to-date records across both platforms. Stay organized, save time, and maintain accurate activity tracking with this convenient automation.
Effortlessly keep your client activities in sync between Clio and Redtail CRM with this seamless workflow. Whenever a new activity is added in Clio, the same activity will be created in Redtail CRM, ensuring consistent and up-to-date records across both platforms. Stay organized, save time, and maintain accurate activity tracking with this convenient automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Activity
Creates a new activity in your database.
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