LearnUpon + Redtail CRM
Create LearnUpon portal invites from new Redtail CRM activities
Speed up your onboarding process by automating invites to your LearnUpon portal whenever a new activity is created in Redtail CRM. This workflow instantly sends out portal invites, ensuring your clients and team members can access your training materials without any delay. Save time and improve your users' experience with this seamless and efficient integration between Redtail CRM and LearnUpon.
Speed up your onboarding process by automating invites to your LearnUpon portal whenever a new activity is created in Redtail CRM. This workflow instantly sends out portal invites, ensuring your clients and team members can access your training materials without any delay. Save time and improve your users' experience with this seamless and efficient integration between Redtail CRM and LearnUpon.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create a New Portal Invite
You can use this action to invite users to your portal.
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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
