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monday.com + Redtail CRM

monday.com + Redtail CRM

monday.com + Redtail CRM integrations

Create new Redtail CRM activities when specific column values in monday.com boards are updated

Stay on top of your tasks efficiently with this automated workflow. When a specific column value changes in your monday.com board, an activity is instantly created in Redtail CRM. It's an ideal solution for those looking to eliminate manual tracking and ensure every important update on monday.com seamlessly results in a corresponding action on Redtail CRM.

  1. When this happens...
    Specific Column Value Changed in Board
    Specific Column Value Changed in Board
    Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
  2. automatically do this!
    Create Activity
    Create Activity
    Create ActivityCreates a new activity in your database.
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More things you can do with monday.com and Redtail CRM

Discover other triggers and actions you can use with monday.com and Redtail CRM

    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
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    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
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    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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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.
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