freee + Redtail CRM
Create new partners in freee whenever activities are created in Redtail CRM
Effortlessly manage your business activities and partnerships with this Redtail CRM and freee automation workflow. When a new activity is created in Redtail CRM, this workflow will automatically create a partner in the freee app, streamlining your record-keeping process and saving you valuable time. Stay more organized and improve efficiency by having your CRM and accounting apps work together seamlessly.
Effortlessly manage your business activities and partnerships with this Redtail CRM and freee automation workflow. When a new activity is created in Redtail CRM, this workflow will automatically create a partner in the freee app, streamlining your record-keeping process and saving you valuable time. Stay more organized and improve efficiency by having your CRM and accounting apps work together seamlessly.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Partner
Creates a new partner.
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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
