Oneflow + Redtail CRM
Create contracts in Oneflow from new activities in Redtail CRM
Effortlessly manage your contracts with this seamless workflow between Redtail CRM and Oneflow. When a new activity is created in Redtail CRM, this automation will generate a contract in Oneflow, streamlining your documentation process and allowing you to focus on valuable client relationships. Save time and maintain accuracy with this efficient integration between two powerful platforms.
Effortlessly manage your contracts with this seamless workflow between Redtail CRM and Oneflow. When a new activity is created in Redtail CRM, this automation will generate a contract in Oneflow, streamlining your documentation process and allowing you to focus on valuable client relationships. Save time and maintain accuracy with this efficient integration between two powerful platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Contract
Create a new Oneflow contract
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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
