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OfficeTimer + Redtail CRM

Create OfficeTimer timesheet entries from new Redtail CRM activities

Efficiently track your team's progress by connecting Redtail CRM and OfficeTimer in a seamless workflow. With this automation, every time a new activity is created in Redtail CRM, a corresponding timesheet entry will be generated in OfficeTimer, ensuring your team's work is accurately recorded and easy to manage. Stay organized and up-to-date with minimal effort by implementing this time-saving solution.

Efficiently track your team's progress by connecting Redtail CRM and OfficeTimer in a seamless workflow. With this automation, every time a new activity is created in Redtail CRM, a corresponding timesheet entry will be generated in OfficeTimer, ensuring your team's work is accurately recorded and easy to manage. Stay organized and up-to-date with minimal effort by implementing this time-saving solution.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    OfficeTimerOfficeTimer
    Create Timesheet Entry

    Create a new Timesheet Entry

    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
officetimer logo
officetimer logo

About OfficeTimer

OfficeTimer is an online office management software that helps office owners to track their employees timesheet, attendance, leave and payroll systems.

Related categories

  • Time Tracking Software
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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.
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