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Pluvo + Redtail CRM

Create e-learning users in Pluvo when new activities are added in Redtail CRM

Effortlessly streamline your onboarding process for new Redtail CRM activities with this automation workflow. Whenever an activity is created in Redtail CRM, this workflow will automatically add the user to an E-Learning course in Pluvo. Save valuable time and ensure that everyone has access to the right training materials, keeping your team updated and informed.

Effortlessly streamline your onboarding process for new Redtail CRM activities with this automation workflow. Whenever an activity is created in Redtail CRM, this workflow will automatically add the user to an E-Learning course in Pluvo. Save valuable time and ensure that everyone has access to the right training materials, keeping your team updated and informed.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    PluvoPluvo
    Add User to E-Learning

    Add user to e-learning.

    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
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About Pluvo

Pluvo is an all-in-one learning platform that lets you create beautiful online courses that leave an unforgettable impression. For every budget and every learning challenge.

Related categories

  • Online Courses
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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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