LiquidPlanner Classic + Redtail CRM
Create tasks in LiquidPlanner Classic for new contacts in Redtail CRM
Effortlessly manage tasks when a new contact is added in Redtail CRM by instantly creating a task in LiquidPlanner Classic with this seamless workflow. This integration ensures that you never miss out on important tasks related to your newly added contacts, keeping your project management streamlined and efficient.
Effortlessly manage tasks when a new contact is added in Redtail CRM by instantly creating a task in LiquidPlanner Classic with this seamless workflow. This integration ensures that you never miss out on important tasks related to your newly added contacts, keeping your project management streamlined and efficient.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create a Task
Create a new task in Liquid Planner.
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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
