Redtail CRM + YouCanBookMe
Create vouchers in YouCanBook.Me from new Redtail CRM activities
Streamline your booking process with this Redtail CRM and YouCanBook.Me automation. When a new activity is created in Redtail CRM, a voucher will be generated in YouCanBook.Me, ensuring a seamless connection between your customer management and booking systems. Enhance your efficiency by using this workflow to manage bookings and client interactions in one smooth process.
Streamline your booking process with this Redtail CRM and YouCanBook.Me automation. When a new activity is created in Redtail CRM, a voucher will be generated in YouCanBook.Me, ensuring a seamless connection between your customer management and booking systems. Enhance your efficiency by using this workflow to manage bookings and client interactions in one smooth process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Voucher
Issue a voucher or coupon for one of your profiles. Trigger this action with the correct code whenever you sell a booking voucher to someone. If you have set up vouchers in that profile's settings, the user will then be able to make a booking using it.
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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
