OneDrive + Redtail CRM
Create new text files in OneDrive for new contacts in Redtail CRM
Effortlessly maintain organized records with this Redtail CRM to OneDrive automation workflow. Whenever a new contact is created in your Redtail CRM app, a text file will be generated in your OneDrive folder, ensuring you have efficient documentation for each contact. Save time and simplify your data management with this seamless integration.
Effortlessly maintain organized records with this Redtail CRM to OneDrive automation workflow. Whenever a new contact is created in your Redtail CRM app, a text file will be generated in your OneDrive folder, ensuring you have efficient documentation for each contact. Save time and simplify your data management with this seamless integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create New Text File
Creates a brand new text file from plain text content you specify.
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- 14 day trial for premium features & apps
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.
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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.
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