Redtail CRM + Microsoft SharePoint
Create and publish sharepoint pages for new Redtail CRM activities
Keep your team updated and streamline your processes with this efficient workflow. When a new activity is created in Redtail CRM, a corresponding page will be published in Microsoft SharePoint, ensuring that relevant information is centralized and easily accessible. Stay organized and boost collaboration with this time-saving automation.
Keep your team updated and streamline your processes with this efficient workflow. When a new activity is created in Redtail CRM, a corresponding page will be published in Microsoft SharePoint, ensuring that relevant information is centralized and easily accessible. Stay organized and boost collaboration with this time-saving automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Publish Page
Changes the status of an existing Page to Published.
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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
