Docketwise + Redtail CRM
Create new Docketwise contacts when Redtail CRM contacts are added
Easily transfer new contacts from your Redtail CRM to Docketwise with this seamless automation. Once set up, each time a new contact is created in Redtail CRM, a corresponding contact will be created in Docketwise, ensuring your client information is consistent and up-to-date across both platforms. Save time and reduce manual data entry with this simple yet effective workflow.
Easily transfer new contacts from your Redtail CRM to Docketwise with this seamless automation. Once set up, each time a new contact is created in Redtail CRM, a corresponding contact will be created in Docketwise, ensuring your client information is consistent and up-to-date across both platforms. Save time and reduce manual data entry with this simple yet effective workflow.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Creates a new 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
