Filepass + Redtail CRM
Filepass + Redtail CRM
Create new Filepass projects for every Redtail CRM activity created
Effortlessly create new projects in Filepass every time an activity is added in Redtail CRM with this workflow. Once set up, this automation will trigger whenever there's a new activity in Redtail CRM, instantly creating a project in Filepass for seamless organization and management of your client-related assets. Stay organized and save time by streamlining your project creation process.
- When this happens...Activity CreatedTriggers when a new activity is created in your database.
- automatically do this!New ProjectCreate a new project.
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More things you can do with Redtail CRM and Filepass
Discover other triggers and actions you can use with Redtail CRM and Filepass
- Activity Created
Triggers when a new activity is created in your database.
Try ItTriggerInstant - Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerInstant - Contact Deleted
Triggers when a new contact is deleted in your database.
Try ItTriggerInstant - Opportunity Created
Triggers when a new opportunity is created in your database.
Try ItTriggerInstant
- Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerInstant - Contact Created
Triggers when a new contact is created in your database.
Try ItTriggerInstant - Contact Updated
Triggers when an existing contact is updated in your database.
Try ItTriggerInstant - Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Try ItTriggerInstant
