Jibble + Redtail CRM

Jibble + Redtail CRM integrations

Create projects in Jibble for new activities in Redtail CRM

Streamline your project creation process with this efficient workflow between Redtail CRM and Jibble. When a new activity is created in Redtail CRM, a corresponding project will be set up in Jibble, ensuring your team stays organized and informed. Enjoy seamless collaboration and improved productivity with this simple, time-saving automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create ProjectCreates a Project.
ActionWrite

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More things you can do with Redtail CRM and Jibble

Discover other triggers and actions you can use with Redtail CRM and Jibble

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Polling
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New Clock-In
Triggers when someone clocks-in.
Trigger
Polling
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New Location
Triggers when a new location is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
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New or Update Client
Triggers when a new client is created or updated.
Trigger
Polling
Try It
New or Update Manual Time Entry
Triggered when manual time entry is added for member
Trigger
Polling
Try It
New or Update Person
Triggers when a new member is added or updated.
Trigger
Polling
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New or Update Activity
Triggers when an activity is created or updated.
Trigger
Polling
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- Person
  Required
- Activity
- Project
- Note
Action
Write
- Name
  Required
- Description
- Code
- Color
Action
Write
- Name
  Required
- Schedule
Action
Write
- Person Id
  Required
- Date
  Required
- Hours
  Required
- Minutes
  Required
- Activity Id
- Project Id
- Note
Action
Write
- Name
  Required
- Code
- Description
- Client
- Location
Action
Write
- Activity
  Required
- Archive Activity
Action
Write
- Group
  Required
- Name
- Schedule
Action
Write
- Project ID
  Required
- Archive Project
Action
Write
- Client Name
  Required
Action
Search
- Group Id
  Required
Action
Search
- Location Id
  Required
Action
Search
- Person Id
  Required
Action
Search
- Start Date
  Required
- End Date
  Required
Action
Search
- Name
  Required
- Description
- Code
- Color
Action
Search or write
- Name
  Required
- Schedule
Action
Search or write
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- Email
  Required
- Full Name
  Required
- Phone Number
- Group
- Schedule
- Code
Action
Search or write
- Name
  Required
- Code
- Description
- Client
- Location
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
New Clock-Out
Triggers when someone clocks-out.
Trigger
Polling
Try It
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Group
Triggers when a new group is created.
Trigger
Polling
Try It
New Person
Triggers when a new member is added.
Trigger
Polling
Try It
New TimeEntry Record
Triggers when someone clocks-in, clocks-out or go on break.
Trigger
Polling
Try It
New or Update Group
Triggers when a new group is created or updated.
Trigger
Polling
Try It
New or Update Location
Triggers when a new location is created or updated.
Trigger
Polling
Try It
Go on Break
Triggers when someone is on break.
Trigger
Polling
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New or Update Project
Triggers when a project is created or updated.
Trigger
Polling
Try It
- Person
  Required
- Note for Clock out
Action
Write
- Name
  Required
- Code
Action
Write
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Full Name
  Required
- Email
- Phone Number
- Group
- Schedule
- Code
Action
Write
- New Member Email
  Required
- New Member Full Name
  Required
- code
Action
Write
- Client
  Required
- Name
- Code
Action
Write
- Location
  Required
- Name
- Address
- GeoFence radius
- GeoFence units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Activity Name
  Required
Action
Search
- Group Name
  Required
Action
Search
- Location Name
  Required
Action
Search
- Person email
  Required
Action
Search
- Project Name
  Required
Action
Search
- Period
  Required
- Start Date
  Required
- Person
Action
Search
- Name
  Required
- Code
Action
Search or write
- Group Id
  Required
- Name
  Required
- Schedule
Action
Search or write
- Location Id
  Required
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- Person Id
  Required
- Full Name
  Required
- Email
- Phone Number
- Group
- Schedule
- Code
Action
Search or write

About Jibble

Jibble is a free time & attendance software built to help businesses track time, manage payroll, monitor projects, and boost productivity - all in one platform.

Learn moreLearn moreHelpHelp

Related categories

Time Tracking Software

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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