Redtail CRM + Timely Time Tracking

Redtail CRM + Timely Time Tracking integrations

Create projects in Timely Time Tracking for new contacts in Redtail CRM

Effortlessly manage your new contacts and projects with this Redtail CRM and Timely Time Tracking workflow. When a new contact is created in Redtail CRM, a project will be instantly generated in the Timely Time Tracking app. Stay organized and save time by allowing this automation to streamline your contact and project management process.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create ProjectCreates a project.
ActionWrite

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More things you can do with Redtail CRM and Timely Time Tracking

Discover other triggers and actions you can use with Redtail CRM and Timely Time Tracking

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Workspace
  Required
Trigger
Polling
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- Workspace
  Required
Trigger
Polling
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- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Log time for another user
- Date
  Required
- Note
- Project
  Required
- Logged duration (in hours)
  Required
- Logged Duration (in minutes)
  Required
- Timestamp (Start)
- Timestamp (End)
- Planned duration (in hours)
- Planned duration (in minutes)
- Tags
- External ID
Action
Write
- Workspace
  Required
- Title
  Required
- Description
- Project
  Required
- Tags
- User
- Estimated effort of the task in minutes
  Required
- Start date
  Required
- End date
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
  Required
- Tag List Name
  Required
- Tag Name
Action
Search
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
Action
Search
- Workspace
  Required
- Client Identification
  Required
- Search Term Category
  Required
- Search Term
  Required
- Name
  Required
- Client Identification Preference
- Project Description
- Color
  Required
- External ID
- Require a note to be added to each hour logged for this project
  Required
- User Identification Preference
- User Identification (Not Required for All Users)
- Hour Rate Type
- Hour Rate
- Budget Type
- Budget Amount
- Recurring Budget
- Tags
- Allow Only One Tag
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
New Workspace
Triggers when a workspace is created.
Trigger
Polling
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- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Entry types
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Name
  Required
- External ID
Action
Write
- Workspace
  Required
- Name
  Required
- Client Identification Preference
- Client Identification
  Required
- Project Description
- Color
  Required
- External ID
- Require a note to be added to each hour logged for this project
  Required
- User Identification Preference
- User Identification (Not Required for All Users)
- Hour Rate Type
- Hour Rate
- Budget Type
- Budget Amount
- Recurring Budget
- Tags
- Allow Only One Tag
Action
Write
- Workspace
  Required
- Name
  Required
- Email
  Required
- Role
  Required
- Add person to all projects
- Projects
- Default billable rate
- Cost rate
Action
Write
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
Action
Search
- Workspace
  Required
- Client
  Required
- Search Term Category
  Required
- Search Term
  Required
Action
Search
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
- Name
  Required
- External ID
Action
Search or write
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
- Name
  Required
- Email
  Required
- Role
  Required
- Add person to all projects
- Projects
- Default billable rate
- Cost rate
Action
Search or write

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Timely Time Tracking

Timely Time Tracking automates company time tracking, so everyone can focus on the work that matters.

Learn moreLearn moreHelpHelp

Related categories

Time Tracking Software

Related Zap Templates

Create new Timely Time Tracking clients from newly created Redtail CRM contacts

Related Zap Templates

Create new Timely Time Tracking clients from newly created Redtail CRM contacts