Freedcamp + Redtail CRM

Freedcamp + Redtail CRM integrations

Create tasks in Freedcamp for new contacts added to Redtail CRM

Efficiently create tasks in Freedcamp when new contacts are added to Redtail CRM with this seamless workflow. As a contact is created in Redtail CRM, this automation sets up a corresponding task in Freedcamp, ensuring you never overlook important tasks. Maintain effortless collaboration among your team and streamline your task management process without manual input.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create TaskCreates a new task in a task list.
ActionWrite

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More things you can do with Redtail CRM and Freedcamp

Discover other triggers and actions you can use with Redtail CRM and Freedcamp

Activity Created
Triggers when a new activity is created in your database.
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Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Ignore Projects Created by Me
- Project Group
Trigger
Instant
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- Project
- Ignore Completed by Me
- Project Group
Trigger
Instant
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- Project Group
- Project
- Discussion
  Required
- Description
  Required
- Attachment
Action
Write
Notifications
Get a list of your notifications
Action
Write
Session
Get your current session
Action
Write
- Project Group
  Required
- Project
  Required
- Task List
- Task Title
  Required
- Priority
  Required
- Description
- Start Date
- Due Date
- Assigned To
- Attachment
- Subtasks
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Project
- Task
- Ignore My Comments
- Project Group
  Required
Trigger
Instant
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- Project
- Ignore Assignments Made by Me
- Project Group
Trigger
Instant
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- Project Group
- Project
- Task
  Required
- Description
  Required
- Attachment
Action
Write
- Project
  Required
Action
Write
- Project Group
  Required
- Project Name
  Required
- Description
- Invite With Email
Action
Write
Show Projects
Show list of all projects
Action
Write
- Project Group
- Project
- Task Title
  Required
- Task Id
  Required
- Due Date
- Task List
- Start Date
- Assigned To
- Priority
- Status
- Task Description
Action
Write

About Freedcamp

Freedcamp is a project management tool equipt with all the tools you need to work with your team and organize any project.

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Related categories

Project Management

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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Related Zap Templates

Create new Freedcamp tasks from Redtail CRM created activities

Related Zap Templates

Create new Freedcamp tasks from Redtail CRM created activities