Redtail CRM + Zoho Invoice
Create contact persons in Zoho Invoice from new Redtail CRM contacts
Effortlessly keep your customer information up to date with this automation between Redtail CRM and Zoho Invoice. When a new contact is created in Redtail CRM, this workflow will create a Contact Person in Zoho Invoice, streamlining your invoicing process and ensuring you have the most recent details for your clients. Save time and maintain consistency with this efficient integration.
Effortlessly keep your customer information up to date with this automation between Redtail CRM and Zoho Invoice. When a new contact is created in Redtail CRM, this workflow will create a Contact Person in Zoho Invoice, streamlining your invoicing process and ensuring you have the most recent details for your clients. Save time and maintain consistency with this efficient integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact Person
Triggers when a new point of contact is added to an existing contact.
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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
