OneDrive + Redtail CRM
Create folders in OneDrive for new Redtail CRM activities
Effortlessly organize your Redtail CRM activities with this seamless workflow. Whenever a new activity is created in Redtail CRM, a corresponding folder will be generated in OneDrive, making it easy to keep track of important tasks and information. Stay organized and save time with this efficient automation.
Effortlessly organize your Redtail CRM activities with this seamless workflow. Whenever a new activity is created in Redtail CRM, a corresponding folder will be generated in OneDrive, making it easy to keep track of important tasks and information. Stay organized and save time with this efficient automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Folder
Creates a new folder.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
