GoodDay.work + Redtail CRM

Create tasks in GoodDay.work for new contacts in Redtail CRM

Effortlessly streamline your contact management and task creation process with this Redtail CRM and GoodDay.work automation. Whenever a new contact is created in Redtail CRM, a task will be generated in GoodDay.work, keeping your team informed and on track with updated tasks. Maintain an organized and efficient workflow while saving time and keeping your team focused on what's important.

Effortlessly streamline your contact management and task creation process with this Redtail CRM and GoodDay.work automation. Whenever a new contact is created in Redtail CRM, a task will be generated in GoodDay.work, keeping your team informed and on track with updated tasks. Maintain an organized and efficient workflow while saving time and keeping your team focused on what's important.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    GoodDay.workGoodDay.work
    Create Task

    Creates a task in a selected folder

    ActionWrite
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Supported triggers and actions

gooddaywork logo
gooddaywork logo

About GoodDay.work

GoodDay is a modern work management platform that brings together the best tools for high-level planning, project and product management, task organization and productivity growth based on transparency, agility, and motivation.

Related categories

  • Project Management
redtailcrm logo
redtailcrm logo

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)

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