Create Wealthbox CRM tasks for new Redtail CRM activities
Effortlessly stay organized and on top of your tasks with this Redtail CRM to Wealthbox CRM workflow. Whenever a new activity is created in Redtail CRM, a task will be generated in Wealthbox CRM, ensuring all your important actions are consolidated in one place. This seamless automation saves time and keeps your CRM tasks up-to-date.
Effortlessly stay organized and on top of your tasks with this Redtail CRM to Wealthbox CRM workflow. Whenever a new activity is created in Redtail CRM, a task will be generated in Wealthbox CRM, ensuring all your important actions are consolidated in one place. This seamless automation saves time and keeps your CRM tasks up-to-date.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Task
Creates a new task.
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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