Redtail CRM + SimplyNoted
Create SimplyNoted cards for new Redtail CRM activities
Stay on top of new activities in your Redtail CRM by automating personalized handwritten cards using SimplyNoted. This workflow sends a custom card using SimplyNoted each time a new activity is created in Redtail CRM. Strengthen your business relationships without any manual effort while ensuring timely and consistent card delivery.
Stay on top of new activities in your Redtail CRM by automating personalized handwritten cards using SimplyNoted. This workflow sends a custom card using SimplyNoted each time a new activity is created in Redtail CRM. Strengthen your business relationships without any manual effort while ensuring timely and consistent card delivery.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Send Custom Card
Sends a custom card to a new recipient.
- Free forever for core features
- 14 day trial for premium features & apps
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
