Redtail CRM + Timesheet

Redtail CRM + Timesheet integrations

Create new Timesheet projects when Redtail CRM contacts are updated

Keep your projects up-to-date with this streamlined workflow between Redtail CRM and Timesheet. Whenever a contact is updated in Redtail CRM, a new project will be created in Timesheet, ensuring your team is always in sync with the latest information from your CRM. Save time and boost productivity by automating this essential process between your two favorite apps.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create ProjectCreates a new Project.
ActionWrite

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More things you can do with Redtail CRM and Timesheet

Discover other triggers and actions you can use with Redtail CRM and Timesheet

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
Try It
- 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
New Rate
Triggers when a new Rate is added.
Trigger
Instant
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New Task
Triggers when a new Task is added.
Trigger
Instant
Try It
- Title
  Required
- Client
- Description
- Office
- Salary/h
- Color
Action
Write
- Email
  Required
- Report
  Required
- Projects
- Date Range
  Required
- Type
- Filter
- Exported Fields
  Required
- Summarize data columns
- Format
- Filename
Action
Write
- Project
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Location
- Billable
Action
Write
- Text
  Required
Action
Search
- Text
  Required
Action
Search
- Text
  Required
Action
Search
- Text
  Required
- Title
  Required
- Factor
- Extra/h
Action
Search or write
- Text
  Required
- Project
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Location
- Billable
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
Try It
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 Project
Triggers when a new Project is added.
Trigger
Instant
Try It
New Tag
Triggers when a new Tag is added.
Trigger
Instant
Try It
New Team
Triggers when a new Team is added.
Trigger
Instant
Try It
- Title
  Required
- Factor
- Extra/h
Action
Write
- Name
  Required
- Color
Action
Write
- Name
  Required
- Description
Action
Write
- Text
  Required
Action
Search
- Text
  Required
Action
Search
- Text
  Required
- Title
  Required
- Client
- Description
- Office
- Salary/h
- Color
Action
Search or write
- Text
  Required
- Name
  Required
- Color
Action
Search or write
- Text
  Required
- Name
  Required
- Description
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)

Similar apps

Zapier Forms

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

About Timesheet

Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push of a button.

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Related categories

Time Tracking Software

Related Zap Templates

Create new Timesheet projects for every newly created contact in Redtail CRM

Related Zap Templates

Create new Timesheet projects for every newly created contact in Redtail CRM