Nifty + Redtail CRM

Create and send messages in Nifty for new Redtail CRM activities

Stay connected with your team and ensure efficient communication with this Redtail CRM and Nifty workflow. When a new activity is created in Redtail CRM, a message will be sent in Nifty to keep your team updated and aligned on important events. Improve collaboration and save time by streamlining information sharing between your CRM and project management tools.

Stay connected with your team and ensure efficient communication with this Redtail CRM and Nifty workflow. When a new activity is created in Redtail CRM, a message will be sent in Nifty to keep your team updated and aligned on important events. Improve collaboration and save time by streamlining information sharing between your CRM and project management tools.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    NiftyNifty
    Send Message

    Send a new message.

    ActionWrite
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Supported triggers and actions

nifty-pm logo
nifty-pm logo

About Nifty

Nifty helps you communicate with your team members and manage your projects — all in one place. Project management has never been easier, fun, and more efficient.
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Related categories

  • Project Management
redtailcrm logo
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 more

Related categories

  • CRM (Customer Relationship Management)

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