Documint + Redtail CRM
Create documents in Documint for new Redtail CRM contacts
Effortlessly keep your documents up-to-date with this Redtail CRM and Documint integration. When a new contact is created in Redtail CRM, this automation generates a document in Documint, making it easy to maintain accurate records. Never miss a beat and ensure all your contacts are reflected in your documentation, streamlining your process and saving time.
Effortlessly keep your documents up-to-date with this Redtail CRM and Documint integration. When a new contact is created in Redtail CRM, this automation generates a document in Documint, making it easy to maintain accurate records. Never miss a beat and ensure all your contacts are reflected in your documentation, streamlining your process and saving time.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Document
Creates a document by merging your data into your Documint template.
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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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