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Moxo + Redtail CRM

Create Moxo conversations for new Redtail CRM contacts

Easily connect your Redtail CRM and Moxo apps with this helpful workflow. Whenever a new contact is created in Redtail CRM, it will instantly start a flow conversation in Moxo, ensuring a seamless connection between your CRM contacts and communication platform. Save time and enhance efficiency by letting this automation handle the process for you.

Easily connect your Redtail CRM and Moxo apps with this helpful workflow. Whenever a new contact is created in Redtail CRM, it will instantly start a flow conversation in Moxo, ensuring a seamless connection between your CRM contacts and communication platform. Save time and enhance efficiency by letting this automation handle the process for you.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    MoxoMoxo
    Start Flow Conversation

    Start flow conversation from a flow template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About Moxo

Moxo is a OneStop Client Interaction Hub.

Related categories

  • Team Collaboration
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redtailcrm logo

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 moreHelp

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