ConnectWise Manage + Redtail CRM
Create ticket notes in ConnectWise Manage for newly created contacts in Redtail CRM
Effortlessly streamline your customer support process with this Redtail CRM and ConnectWise Manage workflow. Whenever a new contact is created in Redtail CRM, a ticket note will be automatically added to ConnectWise Manage, ensuring all relevant information is readily available for your support team. This time-saving automation helps improve response times and keeps your customer data synchronized across both platforms.
Effortlessly streamline your customer support process with this Redtail CRM and ConnectWise Manage workflow. Whenever a new contact is created in Redtail CRM, a ticket note will be automatically added to ConnectWise Manage, ensuring all relevant information is readily available for your support team. This time-saving automation helps improve response times and keeps your customer data synchronized across both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Ticket Note
Create a service note or ticket note.
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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
