Redtail CRM + Targetprocess
Create Targetprocess user stories from new Redtail CRM activities
Effortlessly track new activities in Redtail CRM by instantly creating user stories in Targetprocess with this seamless workflow. Whenever a new activity is created in Redtail CRM, a corresponding user story will be generated in Targetprocess, ensuring your team stays updated and in sync on all important activities. Say goodbye to manual data entry, and boost productivity with this easy-to-use automation.
Effortlessly track new activities in Redtail CRM by instantly creating user stories in Targetprocess with this seamless workflow. Whenever a new activity is created in Redtail CRM, a corresponding user story will be generated in Targetprocess, ensuring your team stays updated and in sync on all important activities. Say goodbye to manual data entry, and boost productivity with this easy-to-use automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create User Story
Creates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
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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
