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Formatter by Zapier + Redtail CRM

Formatter by Zapier + Redtail CRM

Formatter by Zapier + Redtail CRM integrations

Create and format dates/times for new Redtail CRM activities with Formatter by Zapier

Stay on top of new activities in Redtail CRM by instantly transforming created activity dates and times with this convenient automation. With this workflow in place, as soon as an activity is created in Redtail CRM, the date and time information will be formatted using Formatter by Zapier, ensuring accurate tracking and easy reference. Save time, reduce manual work, and keep your activity records clean and organized.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Date / Time
    Date / Time
    Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
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More things you can do with Redtail CRM and Formatter by Zapier

Discover other triggers and actions you can use with Redtail CRM and Formatter by Zapier

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    Triggers when a new activity is created in your database.

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    Activity Updated

    Triggers when an activity is updated in your database.

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    Contact Deleted

    Triggers when a new contact is deleted in your database.

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    Opportunity 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.

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    Contact Created

    Triggers when a new contact is created in your database.

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    Contact Updated

    Triggers when an existing contact is updated in your database.

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    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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