Connect Checkvist and Redtail CRM to power AI-driven automation
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 8,000+ apps, 450+ AI tools
- Free tier available
Launch your first automated workflow
Start with a template that brings Checkvist and Redtail CRM together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Checkvist with Redtail CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New List" from Checkvist.
Add your action
An action happens after the trigger—such as "Create Activity" in Redtail CRM.
You’re connected!
Zapier seamlessly connects Checkvist and Redtail CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New List
Triggers when a new list is created in your Checkvist account.
Try ItTriggerPolling - Target listRequired
- Item textRequired
- Parse smart syntax?
- Note text
ActionWrite- Target listRequired
- Items textRequired
- List items separator
- Parse smart syntax?
ActionWrite- Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerInstant
- ListRequired
Try ItTriggerPolling- List NameRequired
ActionWrite- Activity Created
Triggers when a new activity is created in your database.
Try ItTriggerInstant - Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap