Cflow + Redtail CRM

Create and submit Cflow requests for new Redtail CRM contacts

Effortlessly streamline your contact management and process requests with this Redtail CRM and Cflow automation. When a new contact is created in Redtail CRM, this workflow will initiate a request and submit it to Cflow for further action. Enhance your productivity and ensure a seamless flow of information between your apps, keeping your contacts and processes organized and up to date.

Effortlessly streamline your contact management and process requests with this Redtail CRM and Cflow automation. When a new contact is created in Redtail CRM, this workflow will initiate a request and submit it to Cflow for further action. Enhance your productivity and ensure a seamless flow of information between your apps, keeping your contacts and processes organized and up to date.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    CflowCflow
    Create a Request and Submit

    Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.

    ActionWrite
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Supported triggers and actions

cflow logo
cflow logo

About Cflow

Cflow is a cloud-based workflow software that provides a way to create business applications that help increase productivity and reduce costs.

Related categories

  • Developer Tools
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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