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Pixie + Redtail CRM

Create Pixie jobs when new Redtail CRM activities are added

Effortlessly manage your workload with this seamless workflow between Redtail CRM and Pixie. When a new activity is created in Redtail CRM, this automation will initiate a job in Pixie, helping you stay organized and on top of tasks. Streamline your processes and enhance productivity by integrating these two powerful tools.

Effortlessly manage your workload with this seamless workflow between Redtail CRM and Pixie. When a new activity is created in Redtail CRM, this automation will initiate a job in Pixie, helping you stay organized and on top of tasks. Streamline your processes and enhance productivity by integrating these two powerful tools.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    PixiePixie
    Start Job

    Starts a new job.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
pixie logo
pixie logo

About Pixie

Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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redtailcrm logo
redtailcrm logo

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.

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