Create or update FYI tasks when new activities are created in Redtail CRM
Efficiently manage your Redtail CRM activities and ensure timely task completion in FYI with this seamless workflow. When a new activity is created in Redtail CRM, it will instantly create or update a task in FYI, keeping your team organized and on track. Stay focused on building strong client relationships while this automation handles the task management behind the scenes.
Efficiently manage your Redtail CRM activities and ensure timely task completion in FYI with this seamless workflow. When a new activity is created in Redtail CRM, it will instantly create or update a task in FYI, keeping your team organized and on track. Stay focused on building strong client relationships while this automation handles the task management behind the scenes.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Task
Create or Update a Task in FYI.
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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.
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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