Clio + Redtail CRM
Create expense entries in Clio from new Redtail CRM activities
Effortlessly manage expenses between Redtail CRM and Clio with this seamless workflow. When a new activity is created in Redtail CRM, this automation generates an expense entry in Clio for the corresponding activity, saving time and ensuring updated financial records while helping you never miss a billable activity.
Effortlessly manage expenses between Redtail CRM and Clio with this seamless workflow. When a new activity is created in Redtail CRM, this automation generates an expense entry in Clio for the corresponding activity, saving time and ensuring updated financial records while helping you never miss a billable activity.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Expense Entry (Activity)
Creates a new expense entry.
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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
