Invoice Ninja + Redtail CRM
Create clients in Invoice Ninja when new activities are created in Redtail CRM
Effortlessly keep track of new activities in your Redtail CRM and streamline your invoicing process with this efficient workflow. When a new activity is created in Redtail CRM, a client will be added to Invoice Ninja, ensuring all client information is up-to-date and ready for invoicing. Simplify your data management and stay organized with this time-saving automation.
Effortlessly keep track of new activities in your Redtail CRM and streamline your invoicing process with this efficient workflow. When a new activity is created in Redtail CRM, a client will be added to Invoice Ninja, ensuring all client information is up-to-date and ready for invoicing. Simplify your data management and stay organized with this time-saving automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Client
Creates a new client
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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
