Eworks Manager + Redtail CRM

Create quotes in Eworks Manager for new Redtail CRM activities

Streamline your sales process by connecting Redtail CRM and Eworks Manager. With this automation, each time a new activity is created in Redtail CRM, a quote will be generated in Eworks Manager. Save time and boost productivity by letting this workflow handle the quote creation process for you.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create Quote
Creates a Quote.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Appointment Action Required
Triggers when an appointment status is action required.
Trigger
Instant
Try It
Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
Try It
Appointment on Hold
Triggers when an appointment status is changed to on hold.
Trigger
Instant
Try It
Appointment on Site
Triggers when an appointment status is changed to on site.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Try It
Expense Paid
Triggers when an expense is paid.
Trigger
Instant
Try It
Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
Try It
Job Action Required
Triggers when a job status is changed to Action Required.
Trigger
Instant
Try It
Job Cancelled
Triggers when a job is Cancelled.
Trigger
Instant
Try It
Job in Progress
Triggers when a job status is changed to In Progress.
Trigger
Instant
Try It
Job Status Changed
Triggers when a job status is changed.
Trigger
Instant
Try It
Lead Authorised
Triggers when a lead is authorised.
Trigger
Instant
Try It
Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
Try It
New Supplier
Triggers when a new supplier is created.
Trigger
Instant
Try It
Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
Try It
Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
Try It
Quote Rejected
Triggers when a quote is rejected.
Trigger
Instant
Try It
Supplier Updated
Triggers when a supplier is updated.
Trigger
Instant
Try It
- Expense NameRequired
- Net AmountRequired
- VAT AmountRequired
- Expense DateRequired
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Write
- Full NameRequired
- Company NameRequired
- Email AddressRequired
- TelephoneRequired
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer NameRequired
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer NameRequired
- Full NameRequired
- AddressRequired
Action
Search
- Supplier NameRequired
Action
Search
- Job RefRequired
Action
Search
- Quote RefRequired
Action
Search
- Item CodeRequired
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
Appointment Accepted
Triggers when an appointment is accepted.
Trigger
Instant
Try It
Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
Try It
Appointment Declined
Triggers when an appointment is declined.
Trigger
Instant
Try It
Appointment on Route
Triggers when an appointment status changed to on route.
Trigger
Instant
Try It
Appointment Status Changed
Triggers when appointment status is changed.
Trigger
Instant
Try It
Expense Authorised
Triggers when an expense is authorised.
Trigger
Instant
Try It
Expense Updated
Triggers when an expense is updated.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Item Updated
Triggers when an item is updated.
Trigger
Instant
Try It
Job Authorised
Triggers when a job is Authorised.
Trigger
Instant
Try It
Job Completed
Triggers when a job is completed.
Trigger
Instant
Try It
Job on Hold
Triggers when a job status is changed to On Hold.
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated.
Trigger
Instant
Try It
Lead Rejected
Triggers when a lead is rejected.
Trigger
Instant
Try It
New Appointment
Triggers when a new job appointment is created.
Trigger
Instant
Try It
New Expense
Triggers when a new expense is created.
Trigger
Instant
Try It
New Item
Triggers when a new Item is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
Purchase Order Approved
Triggers when a purchase order is approved.
Trigger
Instant
Try It
Purchase Order Paid
Triggers when a purchase order is paid.
Trigger
Instant
Try It
Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
Try It
Quote Updated
Triggers when a quote is updated.
Trigger
Instant
Try It
- Customer TypeRequired
- Customer NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer NameRequired
- Invoice DateRequired
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item CodeRequired
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- CustomerRequired
- Job Type
- Start DateRequired
- Complete ByRequired
- Short DescriptionRequired
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier NameRequired
- Customer Name
- Purchase DateRequired
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Write
- Item CodeRequired
Action
Search
- Invoice RefRequired
Action
Search
- Purchase Order RefRequired
Action
Search
- Customer NameRequired
- Full NameRequired
- AddressRequired
- Customer TypeRequired
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Search or write

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

Related categories

Project Management

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Eworks Manager + Redtail CRM

Create quotes in Eworks Manager for new Redtail CRM activities

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

Appointment Action Required

Appointment Completed

Appointment on Hold

Appointment on Site

Customer Updated

Expense Paid

Invoice Cancelled

Invoice Updated

Job Action Required

Job Cancelled

Job in Progress

Job Status Changed

Lead Authorised

Lead Updated

New Customer

New Invoice

New Job

New Purchase Order

New Supplier

Purchase Order Cancelled

Purchase Order Updated

Quote Rejected

Supplier Updated

Create Expense

Create Item

Create Lead

Create Quote

Find or Create Customer

Find or Create Supplier

Find Job

Find Quote

Find or Create Item

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

Appointment Accepted

Appointment Cancelled

Appointment Declined

Appointment on Route

Appointment Status Changed

Expense Authorised

Expense Updated

Invoice Paid

Item Updated

Job Authorised

Job Completed

Job on Hold

Job Updated

Lead Rejected

New Appointment

New Expense

New Item

New Lead

New Quote

Purchase Order Approved

Purchase Order Paid

Quote Accepted

Quote Updated

Create Customer

Create Invoice

Create Job

Create Purchase Order

Create Supplier

Find or Create Item