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GoCanvas + Redtail CRM

Create GoCanvas dispatches from new Redtail CRM activities

Effortlessly streamline your sales and field operations with this Redtail CRM and GoCanvas integration. Whenever a new activity is created in Redtail CRM, this workflow will save you time by automatically generating a dispatch in GoCanvas, keeping your team on the same page and improving efficiency. Stay organized and boost productivity with this seamless connection between your CRM and field service management tools.

Effortlessly streamline your sales and field operations with this Redtail CRM and GoCanvas integration. Whenever a new activity is created in Redtail CRM, this workflow will save you time by automatically generating a dispatch in GoCanvas, keeping your team on the same page and improving efficiency. Stay organized and boost productivity with this seamless connection between your CRM and field service management tools.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    GoCanvasGoCanvas
    Create Dispatch

    Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.

    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
gocanvas logo
gocanvas logo

About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
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Related categories

  • Forms & Surveys

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redtailcrm logo

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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