Add new Redtail CRM activities as participants to matters in Actionstep
Create seamless connections between Redtail CRM and Actionstep for streamlined client management. With this workflow, whenever a new activity is created in Redtail CRM, it automatically adds a participant to a matter in Actionstep, simplifying data entry and keeping all information up to date. Save time and stay organized by letting this automation handle your client and case updates.
Create seamless connections between Redtail CRM and Actionstep for streamlined client management. With this workflow, whenever a new activity is created in Redtail CRM, it automatically adds a participant to a matter in Actionstep, simplifying data entry and keeping all information up to date. Save time and stay organized by letting this automation handle your client and case updates.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Participant to Matter
Adds a participant to an action/matter.
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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