KanbanFlow + Redtail CRM
Create tasks in KanbanFlow for new Redtail CRM activities
Streamline your task management process by connecting Redtail CRM and KanbanFlow. With this workflow, whenever a new activity is created in Redtail CRM, a task will be generated in KanbanFlow, ensuring all important activities are mirrored as tasks in your project management tool. Stay organized and never miss out on crucial updates by automating your task creation process.
Streamline your task management process by connecting Redtail CRM and KanbanFlow. With this workflow, whenever a new activity is created in Redtail CRM, a task will be generated in KanbanFlow, ensuring all important activities are mirrored as tasks in your project management tool. Stay organized and never miss out on crucial updates by automating your task creation process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Task
Creates a new task in a specific column/swimlane on the board.
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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
