Redtail CRM + Superdocu
Create new Superdocu contacts from newly created Redtail CRM contacts
Easily streamline your contact management process with this Redtail CRM and Superdocu automation. When a new contact is created in Redtail CRM, this workflow will simultaneously create a contact in the Superdocu app, ensuring all your important client information is organized and consistent across platforms. Save time and reduce manual input, allowing you to focus on nurturing relationships and growing your business.
Easily streamline your contact management process with this Redtail CRM and Superdocu automation. When a new contact is created in Redtail CRM, this workflow will simultaneously create a contact in the Superdocu app, ensuring all your important client information is organized and consistent across platforms. Save time and reduce manual input, allowing you to focus on nurturing relationships and growing your business.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Creates a new contact in Superdocu.
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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.
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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.
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