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Redtail CRM + Twist

Create comments in Twist when new activities are added in Redtail CRM

Stay on top of your team's activities with this seamless workflow between Redtail CRM and Twist. When a new activity is created in Redtail CRM, a comment is posted in Twist, keeping your team informed and engaged in real-time. Improve communication and never miss important updates with this handy automation.

Stay on top of your team's activities with this seamless workflow between Redtail CRM and Twist. When a new activity is created in Redtail CRM, a comment is posted in Twist, keeping your team informed and engaged in real-time. Improve communication and never miss important updates with this handy automation.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    TwistTwist
    Post Comment

    Post a comment to a thread you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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twist logo
twist logo

About Twist

Twist keeps your conversations on-topic and in one place. For teams who want to make work calmer, more organized, and more productive.

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