Redtail CRM + Zoho Invoice
Create new Zoho Invoice contacts from newly created Redtail CRM activities
Effortlessly keep your customer data up-to-date with this seamless workflow between Redtail CRM and Zoho Invoice. When a new activity is created in Redtail CRM, this automation will simultaneously add a new contact in Zoho Invoice, making it easier than ever to manage your client information across both platforms. Say goodbye to manual entry and hello to a better-organized, time-saving business process.
Effortlessly keep your customer data up-to-date with this seamless workflow between Redtail CRM and Zoho Invoice. When a new activity is created in Redtail CRM, this automation will simultaneously add a new contact in Zoho Invoice, making it easier than ever to manage your client information across both platforms. Say goodbye to manual entry and hello to a better-organized, time-saving business process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create New Contact
Triggers when new contact is created.
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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.
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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
