Clockify + Redtail CRM

Create Clockify tasks for new Redtail CRM contacts

Streamline your contact management process with this Redtail CRM to Clockify workflow. Whenever you add a new contact in Redtail CRM, a corresponding task will be generated in Clockify, ensuring you stay organized and on top of your to-do list. Simplify your routine and enhance productivity by letting this automation handle key tasks for you.

Streamline your contact management process with this Redtail CRM to Clockify workflow. Whenever you add a new contact in Redtail CRM, a corresponding task will be generated in Clockify, ensuring you stay organized and on top of your to-do list. Simplify your routine and enhance productivity by letting this automation handle key tasks for you.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    ClockifyClockify
    Create Task

    Creates a task on a specified project.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
clockify logo
clockify logo

About Clockify

Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.
Learn more

Related categories

  • Time Tracking Software
redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier