pdfFiller + Redtail CRM
Create shareable links for new Redtail CRM contacts' documents with pdfFiller
Create a seamless connection between Redtail CRM and pdfFiller with this efficient workflow. When a new contact is added in Redtail CRM, the automation generates a shareable link for a document in pdfFiller. This helps you easily manage and share relevant documents with your new contacts without any manual effort, allowing you to stay organized and boost productivity.
Create a seamless connection between Redtail CRM and pdfFiller with this efficient workflow. When a new contact is added in Redtail CRM, the automation generates a shareable link for a document in pdfFiller. This helps you easily manage and share relevant documents with your new contacts without any manual effort, allowing you to stay organized and boost productivity.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Get Shareable Link for Document
Get a URL for opening a document in the editor.
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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
