OfficeTimer + Redtail CRM

OfficeTimer + Redtail CRM integrations

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.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create Timesheet EntryCreate a new Timesheet Entry
ActionWrite

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More things you can do with Redtail CRM and OfficeTimer

Discover other triggers and actions you can use with Redtail CRM and OfficeTimer

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Department
Triggers when New Department is created.
Trigger
Polling
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New Task
Triggers when New Task is Created.
Trigger
Polling
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- User Name
- Project Name
- Start Date
- End Date
Trigger
Polling
Try It
- Employee Name
  Required
- Attendance Date
  Required
- Attendance Time
  Required
- InOut
  Required
- Punch Location
Action
Write
- Department Name
  Required
- Department Code
  Required
Action
Write
- Client Name
  Required
- Project Type
- Project Code
  Required
- Project Name
  Required
- Leader Name
- Project Manager Name
- Project Description
- Start Date
- Deadline
- Duration
- Timesheet Approval Type
- Expense Approval Type
- Default Billing Rate
- Project Billing Type
- Project Billing Rate Type
- Work Order Value
- Already Billed
- Amount Collected
- Status
Action
Write
- UserName / Employee Name
  Required
- TimeOff Type
  Required
- StartDate
  Required
- EndDate
  Required
- Hours Off
  Required
- Description
- ApprovalStatus
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
New Client
Triggers when a New Client is created.
Trigger
Polling
Try It
New Project
Triggers when there's a New Project is Created.
Trigger
Polling
Try It
- User Name
  Required
- Start Date
  Required
- End Date
  Required
Trigger
Polling
Try It
New Employee
Triggers when a new User/ Employee is created.
Trigger
Polling
Try It
- Client Name
  Required
- Client Nick Name
  Required
- Email Address
  Required
- Address1
- Address2
- State
- City
- ZipCode
- Telephone 1
- Telephone 2
- Fax
- Default Billing Rate
- Website
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Role
- Password
  Required
- Password Change
- Address1
- Address2
- State
- City
- Zip Code
- Home Phone No
- Mobile Phone No
- Employee Code
- Job Title
- Employee Type
- Employee Manager Name
- Department Name
- Location
- Status
- Timesheet Period Type
- TimeOff Policy Name
- TimeOff Approval Type Name
- Holiday Type Name
Action
Write
- Project Name
  Required
- Priority
- Task Code
- Task Name
  Required
- Task Type
- StartDate
- Deadline Date
- Is Parent Task
- Is For All Employees
- All Project Task
- Task Description
- Task Status
- Completed Percent
- Completed
- Duration
- Estimated Time Spent
- Estimated Cost
- Work Order Value
- Already Billed
- Estimated Qty
- Estimated Qty Unit
Action
Write
- Employee Name
  Required
- Client Name
- Project Name
- Task Name
- TimeEntry Date
  Required
- Total Time
  Required
- Description
- IsBillable
Action
Write

About OfficeTimer

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

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Related categories

Time Tracking Software

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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Related categories

CRM (Customer Relationship Management)

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Update OfficeTimer timesheet entries when Redtail CRM contacts are modified

Create timesheet entries in OfficeTimer for new contacts in Redtail CRM