FIN Compliance + Redtail CRM
Create tasks in FIN Compliance from new Redtail CRM activities
Effortlessly manage your compliance tasks with this Redtail CRM and FIN Compliance workflow. When a new activity is created in Redtail CRM, a calendar task is instantly created in FIN Compliance, ensuring you never miss an important deadline or task. Stay organized and boost efficiency by streamlining your compliance process with this seamless connection.
Effortlessly manage your compliance tasks with this Redtail CRM and FIN Compliance workflow. When a new activity is created in Redtail CRM, a calendar task is instantly created in FIN Compliance, ensuring you never miss an important deadline or task. Stay organized and boost efficiency by streamlining your compliance process with this seamless connection.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Calendar Task
Creates a new (blue) task in your FIN Compliance calendar
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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
