Recurly + Redtail CRM
Create Recurly accounts for new Redtail CRM activities
Effortlessly manage your client accounts in Recurly app with this time-saving automation. When a new activity is created in Redtail CRM, this workflow will seamlessly create an account in the Recurly app. Strengthen your client relationship management while ensuring your account details are always up-to-date.
Effortlessly manage your client accounts in Recurly app with this time-saving automation. When a new activity is created in Redtail CRM, this workflow will seamlessly create an account in the Recurly app. Strengthen your client relationship management while ensuring your account details are always up-to-date.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Account
Triggered when you add a new account.
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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
