Create ReSci users from new Redtail CRM activities
Effortlessly track new activities in Redtail CRM and streamline your customer onboarding process with this workflow. When an activity is created in Redtail CRM, this automation instantly adds a user in ReSci, saving you time and efficiently managing your customer data. Stay focused on growing your business while this workflow handles your CRM and ReSci tasks.
Effortlessly track new activities in Redtail CRM and streamline your customer onboarding process with this workflow. When an activity is created in Redtail CRM, this automation instantly adds a user in ReSci, saving you time and efficiently managing your customer data. Stay focused on growing your business while this workflow handles your CRM and ReSci tasks.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create User
Creates a user and may send a welcome email. If an email already exists the API will error.
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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