Nozbe + Redtail CRM

Create Nozbe tasks for new Redtail CRM activities

Efficiently manage your tasks by automating the connection between Redtail CRM and Nozbe. With this workflow, whenever a new activity is created in Redtail CRM, a corresponding task will be generated in Nozbe. Keep your projects on track and ensure timely completion with this seamless workflow that bridges the gap between your CRM and task management platforms.

Efficiently manage your tasks by automating the connection between Redtail CRM and Nozbe. With this workflow, whenever a new activity is created in Redtail CRM, a corresponding task will be generated in Nozbe. Keep your projects on track and ensure timely completion with this seamless workflow that bridges the gap between your CRM and task management platforms.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    NozbeNozbe
    Create Task

    Creates a new Task

    ActionWrite
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Supported triggers and actions

  • 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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nozbe-teams logo

About Nozbe

Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.

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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