Create and publish sharepoint pages for new Redtail CRM activities
Keep your team updated and streamline your processes with this efficient workflow. When a new activity is created in Redtail CRM, a corresponding page will be published in Microsoft SharePoint, ensuring that relevant information is centralized and easily accessible. Stay organized and boost collaboration with this time-saving automation.
- When this happens...Activity CreatedTriggers when a new activity is created in your database.
- automatically do this!Publish PageSets status of an existing page to published.
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More things you can do with Redtail CRM and Microsoft SharePoint
Discover other triggers and actions you can use with Redtail CRM and Microsoft SharePoint
- Activity Created
Triggers when a new activity is created in your database.
Try ItTriggerInstant - Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerInstant - Contact Deleted
Triggers when a new contact is deleted in your database.
Try ItTriggerInstant - Opportunity Created
Triggers when a new opportunity is created in your database.
Try ItTriggerInstant
- Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerInstant - Contact Created
Triggers when a new contact is created in your database.
Try ItTriggerInstant - Contact Updated
Triggers when an existing contact is updated in your database.
Try ItTriggerInstant - Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Try ItTriggerInstant




