OfficeTimer + Redtail CRM

Update OfficeTimer timesheet entries when Redtail CRM contacts are modified

Efficiently maintain your Redtail CRM contacts and OfficeTimer timesheets with this streamlined workflow. When a contact is updated in Redtail CRM, the corresponding changes will be reflected in OfficeTimer, ensuring precise record-keeping without manual data entry. Save time and reduce the potential for errors with this seamless connection between the two apps.

When this happens...
Contact Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create Timesheet Entry
Create a new Timesheet Entry
ActionWrite

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Supported triggers and actions

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Department
Triggers when New Department is created.
Trigger
Polling
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New Task
Triggers when New Task is Created.
Trigger
Polling
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- User Name
- Project Name
- Start Date
- End Date
Trigger
Polling
Try It
- Employee NameRequired
- Attendance DateRequired
- Attendance TimeRequired
- InOutRequired
- Punch Location
Action
Write
- Department NameRequired
- Department CodeRequired
Action
Write
- Client NameRequired
- Project Type
- Project CodeRequired
- Project NameRequired
- Leader Name
- Project Manager Name
- Project Description
- Start Date
- Deadline
- Duration
- Timesheet Approval Type
- Expense Approval Type
- Default Billing Rate
- Project Billing Type
- Project Billing Rate Type
- Work Order Value
- Already Billed
- Amount Collected
- Status
Action
Write
- UserName / Employee NameRequired
- TimeOff TypeRequired
- StartDateRequired
- EndDateRequired
- Hours OffRequired
- Description
- ApprovalStatusRequired
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
New Client
Triggers when a New Client is created.
Trigger
Polling
Try It
New Project
Triggers when there's a New Project is Created.
Trigger
Polling
Try It
- User NameRequired
- Start DateRequired
- End DateRequired
Trigger
Polling
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New Employee
Triggers when a new User/ Employee is created.
Trigger
Polling
Try It
- Client NameRequired
- Client Nick NameRequired
- Email AddressRequired
- Address1
- Address2
- State
- City
- ZipCode
- Telephone 1
- Telephone 2
- Fax
- Default Billing Rate
- Website
- Notes
Action
Write
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Role
- PasswordRequired
- Password Change
- Address1
- Address2
- State
- City
- Zip Code
- Home Phone No
- Mobile Phone No
- Employee Code
- Job Title
- Employee Type
- Employee Manager Name
- Department Name
- Location
- Status
- Timesheet Period Type
- TimeOff Policy Name
- TimeOff Approval Type Name
- Holiday Type Name
Action
Write
- Project NameRequired
- Priority
- Task Code
- Task NameRequired
- Task Type
- StartDate
- Deadline Date
- Is Parent Task
- Is For All Employees
- All Project Task
- Task Description
- Task Status
- Completed Percent
- Completed
- Duration
- Estimated Time Spent
- Estimated Cost
- Work Order Value
- Already Billed
- Estimated Qty
- Estimated Qty Unit
Action
Write
- Employee NameRequired
- Client Name
- Project Name
- Task Name
- TimeEntry DateRequired
- Total TimeRequired
- Description
- IsBillable
Action
Write

About OfficeTimer

OfficeTimer is an online office management software that helps office owners to track their employees timesheet, attendance, leave and payroll systems.

Related categories

Time Tracking Software

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn more