Discord + Redtail CRM
Update Discord roles when Redtail CRM contacts are modified
Keep your Discord community organized by updating roles based on changes in your Redtail CRM contacts. With this automation, whenever a contact is updated in Redtail CRM, the corresponding role will be added in Discord. Maintain accurate and up-to-date roles in your Discord server without manual intervention, saving time and effort.
Keep your Discord community organized by updating roles based on changes in your Redtail CRM contacts. With this automation, whenever a contact is updated in Redtail CRM, the corresponding role will be added in Discord. Maintain accurate and up-to-date roles in your Discord server without manual intervention, saving time and effort.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Add Role
assign a role to a user
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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
