FileInvite + Redtail CRM
Create FileInvite invites for new Redtail CRM contacts
Effortlessly streamline your client onboarding process with this Redtail CRM and FileInvite automation. When a new contact is created in Redtail CRM, it will trigger an invite to be sent in FileInvite, making it easy for your clients to provide all required documents. Save time, streamline your workflow, and ensure a consistent client experience with this handy integration.
Effortlessly streamline your client onboarding process with this Redtail CRM and FileInvite automation. When a new contact is created in Redtail CRM, it will trigger an invite to be sent in FileInvite, making it easy for your clients to provide all required documents. Save time, streamline your workflow, and ensure a consistent client experience with this handy integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Invite
Creates a new invite for an existing person.
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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.
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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
