DisputeFox + Redtail CRM
Create DisputeFox clients from new Redtail CRM activities
Effortlessly manage your client information across platforms with this workflow that connects Redtail CRM to DisputeFox. When a new activity is created in your Redtail CRM, this automation will add a new client in DisputeFox, streamlining the process and saving you time. Stay organized and maintain up-to-date records with this efficient solution.
Effortlessly manage your client information across platforms with this workflow that connects Redtail CRM to DisputeFox. When a new activity is created in your Redtail CRM, this automation will add a new client in DisputeFox, streamlining the process and saving you time. Stay organized and maintain up-to-date records with this efficient solution.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add New Client
Add new client directly.
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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
