Redtail CRM + thanks.io
Create thanks.io recipients from new Redtail CRM activities
Create a seamless workflow to show appreciation to your contacts whenever there's a new activity in Redtail CRM. With this automation, when a new activity is created in Redtail CRM, a recipient will be added in your Thanks.io account. This allows you to effortlessly send personalized cards or notes to your contacts, strengthening your relationships and leaving a lasting impression.
Create a seamless workflow to show appreciation to your contacts whenever there's a new activity in Redtail CRM. With this automation, when a new activity is created in Redtail CRM, a recipient will be added in your Thanks.io account. This allows you to effortlessly send personalized cards or notes to your contacts, strengthening your relationships and leaving a lasting impression.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Recipient
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted.
- 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
