Create ticket notes in ConnectWise Manage for new Redtail CRM activities
Effortlessly streamline your workflow between Redtail CRM and ConnectWise Manage with this automation. When a new activity is created in Redtail CRM, a ticket note will be added to the relevant ConnectWise Manage ticket. Stay organized and ensure important notes are always available, saving you time and boosting productivity.
Effortlessly streamline your workflow between Redtail CRM and ConnectWise Manage with this automation. When a new activity is created in Redtail CRM, a ticket note will be added to the relevant ConnectWise Manage ticket. Stay organized and ensure important notes are always available, saving you time and boosting productivity.
- When this happens...Activity Created
Triggers when a new activity 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