Docspo + Redtail CRM
Create clients in Docspo for new contacts added in Redtail CRM
Effortlessly keep your client documentation in order with this Redtail CRM to Docspo automation. With this workflow, every time a new contact is created in Redtail CRM, a corresponding client will be set up in Docspo, simplifying your process and saving you valuable time. Now you can focus on what's most important - building strong relationships with your clients.
Effortlessly keep your client documentation in order with this Redtail CRM to Docspo automation. With this workflow, every time a new contact is created in Redtail CRM, a corresponding client will be set up in Docspo, simplifying your process and saving you valuable time. Now you can focus on what's most important - building strong relationships with your clients.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Client
Creates a new client
- Free forever for core features
- 14 day trial for premium features & apps
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
