Metatask + Redtail CRM
Create Metatask processes for new Redtail CRM contacts
Efficiently manage your new contacts and streamline processes with this Redtail CRM and Metatask automation. When a new contact is created in Redtail CRM, a process is instantly started in Metatask to kick off the assigned workflows. Stay organized and save time while ensuring consistent follow-up and proper handling of new clients.
Efficiently manage your new contacts and streamline processes with this Redtail CRM and Metatask automation. When a new contact is created in Redtail CRM, a process is instantly started in Metatask to kick off the assigned workflows. Stay organized and save time while ensuring consistent follow-up and proper handling of new clients.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Start Process
Starts a new process from a template (with line item support).
- Free forever for core features
- 14 day trial for premium features & apps
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
