Create matters in Actionstep for new contacts created in Redtail CRM
Effortlessly streamline your client management process with this Redtail CRM and Actionstep automation. Whenever a new contact is created in Redtail CRM, a matter will be generated in Actionstep, ensuring seamless data transfer and improved organization. Simplify your workflow and spend more time focusing on your clients, while this integration takes care of the rest.
Effortlessly streamline your client management process with this Redtail CRM and Actionstep automation. Whenever a new contact is created in Redtail CRM, a matter will be generated in Actionstep, ensuring seamless data transfer and improved organization. Simplify your workflow and spend more time focusing on your clients, while this integration takes care of the rest.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Matter
Creates a new 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