MyDesk + Redtail CRM
Create MyDesk tasks for new Redtail CRM activities to streamline your workflow
Keep track of new activities in Redtail CRM and stay organized with tasks in MyDesk. With this workflow, whenever an activity is created in Redtail CRM, a corresponding task will be generated in MyDesk for seamless organization and task management. Say goodbye to manual task creation and stay focused on your priorities with this efficient automation.
Keep track of new activities in Redtail CRM and stay organized with tasks in MyDesk. With this workflow, whenever an activity is created in Redtail CRM, a corresponding task will be generated in MyDesk for seamless organization and task management. Say goodbye to manual task creation and stay focused on your priorities with this efficient automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Task
Creates a Task.
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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
