Update Clio person contacts when Redtail CRM contacts are updated
Keep your Redtail CRM and Clio contacts updated with this efficient workflow. Whenever a contact is updated in Redtail CRM, their corresponding information will be automatically updated in Clio as well. This saves you time and ensures that your contact details are always accurate across both platforms.
Keep your Redtail CRM and Clio contacts updated with this efficient workflow. Whenever a contact is updated in Redtail CRM, their corresponding information will be automatically updated in Clio as well. This saves you time and ensures that your contact details are always accurate across both platforms.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Person Contact
Updates an existing person contact.
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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