Clio + Redtail CRM
Create time entries in Clio for new contacts in Redtail CRM
Effortlessly keep track of your new Redtail CRM contacts in Clio with this seamless workflow. Whenever a new contact is created in Redtail CRM, a corresponding time entry activity will be generated in Clio. This integration ensures that all client information is consistently up-to-date and organized, saving you time and reducing manual data entry errors.
Effortlessly keep track of your new Redtail CRM contacts in Clio with this seamless workflow. Whenever a new contact is created in Redtail CRM, a corresponding time entry activity will be generated in Clio. This integration ensures that all client information is consistently up-to-date and organized, saving you time and reducing manual data entry errors.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Time Entry (Activity)
Creates a new time entry.
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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
