Foxit eSign + Redtail CRM
Create Foxit eSign folders from templates when Redtail CRM contacts are updated
Keep your documents organized and easily accessible with this automation. When a contact is updated in Redtail CRM, this workflow creates a folder from a template in Foxit eSign, ensuring you have a consistent structure for storing important files. Stay organized and streamline your document management process with this efficient solution.
Keep your documents organized and easily accessible with this automation. When a contact is updated in Redtail CRM, this workflow creates a folder from a template in Foxit eSign, ensuring you have a consistent structure for storing important files. Stay organized and streamline your document management process with this efficient solution.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Folder From Template
Create a Folder from Template.
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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
