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GoodDay.work + Redtail CRM

Create GoodDay.work tasks when Redtail CRM contacts are updated

Keep your tasks updated and organized with this handy workflow. When a contact is updated in Redtail CRM, a new task will be created in GoodDay.work, ensuring all your important contacts are on-track and managed appropriately. Streamline your contact management process and enhance team productivity with this convenient automation.

Keep your tasks updated and organized with this handy workflow. When a contact is updated in Redtail CRM, a new task will be created in GoodDay.work, ensuring all your important contacts are on-track and managed appropriately. Streamline your contact management process and enhance team productivity with this convenient automation.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    GoodDay.workGoodDay.work
    Create Task

    Creates a task in a selected folder

    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
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gooddaywork logo

About GoodDay.work

GoodDay is a modern work management platform that brings together the best tools for high-level planning, project and product management, task organization and productivity growth based on transparency, agility, and motivation.

Related categories

  • Project Management
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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.
Learn moreHelp

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