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Formatter by Zapier + Redtail CRM

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.

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...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Formatter by ZapierFormatter by Zapier
    Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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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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Related categories

  • Documents
  • Zapier
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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier