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Quire + Redtail CRM

Create tasks in Quire for new contacts in Redtail CRM

Effortlessly manage your new contacts and stay organized with this seamless Redtail CRM to Quire workflow. When a contact is created in Redtail CRM, this automation will create a task in Quire, ensuring all essential details are captured and tasks are assigned accordingly. Stay efficient and save time by streamlining your contact management process between these two powerful tools.

Effortlessly manage your new contacts and stay organized with this seamless Redtail CRM to Quire workflow. When a contact is created in Redtail CRM, this automation will create a task in Quire, ensuring all essential details are captured and tasks are assigned accordingly. Stay efficient and save time by streamlining your contact management process between these two powerful tools.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    QuireQuire
    Create Task

    Add a new task into a project.

    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
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

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

    Contact Created

    Triggers when a new contact is created in your database.

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

    Contact Updated

    Triggers when an existing contact is updated in your database.

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

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
quire logo
quire logo

About Quire

Quire is a new-generation collaborative platform to organize and manage from small enterprise projects to large-scale initiatives.

Related categories

  • Project Management
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.
Learn moreHelp

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