CheckFlow + Redtail CRM
Create CheckFlow checklists for newly created Redtail CRM activities
Streamline your client management process with this efficient workflow between Redtail CRM and CheckFlow. Whenever a new activity is created in Redtail CRM, a corresponding checklist will be generated in CheckFlow. This saves you time and ensures that you stay organized and on track with your client-related tasks.
Streamline your client management process with this efficient workflow between Redtail CRM and CheckFlow. Whenever a new activity is created in Redtail CRM, a corresponding checklist will be generated in CheckFlow. This saves you time and ensures that you stay organized and on track with your client-related tasks.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Checklist
Creates a new checklist.
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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
