Formstack Documents + Redtail CRM
Update data routes in Formstack Documents when contacts are updated in Redtail CRM
Keep your documents up-to-date with this efficient automation. Whenever a contact is updated in Redtail CRM, this workflow will create a new Data Route Merge in Formstack Documents with the latest information. Enjoy seamless and consistent documents while saving time on manual updates.
Keep your documents up-to-date with this efficient automation. Whenever a contact is updated in Redtail CRM, this workflow will create a new Data Route Merge in Formstack Documents with the latest information. Enjoy seamless and consistent documents while saving time on manual updates.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Data Route Merge
Send data to your Data Route URL.
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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
