My Web Audit + Redtail CRM
Create audits in My Web Audit for new activities in Redtail CRM
Effortlessly maintain accurate records and streamline your auditing process with this workflow. Whenever a new activity is created in Redtail CRM, it instantly triggers an audit run in My Web Audit. This automation keeps your audits up-to-date, allowing you to focus on important tasks without spending time manually updating your records.
Effortlessly maintain accurate records and streamline your auditing process with this workflow. Whenever a new activity is created in Redtail CRM, it instantly triggers an audit run in My Web Audit. This automation keeps your audits up-to-date, allowing you to focus on important tasks without spending time manually updating your records.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Run Audit
Runs a new audit.
- 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
