OfficeTimer + Redtail CRM

OfficeTimer + Redtail CRM integrations

Create timesheet entries in OfficeTimer for new contacts in Redtail CRM

Effortlessly track time for new contacts in your CRM with this Redtail CRM and OfficeTimer workflow. Once set up, whenever a new contact is created in Redtail CRM, a corresponding timesheet entry will be created in OfficeTimer. Save time and stay organized by properly allocating and recording your team's efforts on each client.

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

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- 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
Try It
New Task
Triggers when New Task is Created.
Trigger
Polling
Try It
- 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
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
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.

HelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create OfficeTimer timesheet entries from new Redtail CRM activities

Update OfficeTimer timesheet entries when Redtail CRM contacts are modified