Create Dropbox text files for new Redtail CRM activities
Save time and stay organized by instantly converting your Redtail CRM activities into text files in Dropbox. With this workflow, whenever a new activity is created in Redtail CRM, a corresponding text file is generated and saved in your designated Dropbox folder. Streamline your processes, keep your records accessible, and make information sharing more efficient with this seamless automation.
Save time and stay organized by instantly converting your Redtail CRM activities into text files in Dropbox. With this workflow, whenever a new activity is created in Redtail CRM, a corresponding text file is generated and saved in your designated Dropbox folder. Streamline your processes, keep your records accessible, and make information sharing more efficient with this seamless automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Text File
Creates a brand new text file from plain text content you specify.
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- 14 day trial for premium features & apps
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