Checkvist + Redtail CRM

Create Checkvist list items from updated Redtail CRM contacts

Stay on top of your tasks with this efficient workflow between Redtail CRM and Checkvist. When you update a contact in Redtail CRM, a corresponding list item gets created in Checkvist, ensuring you remain organized and maintain a clear overview of your tasks. This seamless process saves time and eliminates the need to manually transfer information between the two platforms.

Stay on top of your tasks with this efficient workflow between Redtail CRM and Checkvist. When you update a contact in Redtail CRM, a corresponding list item gets created in Checkvist, ensuring you remain organized and maintain a clear overview of your tasks. This seamless process saves time and eliminates the need to manually transfer information between the two platforms.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    CheckvistCheckvist
    Create List Item

    Creates a new item in a selected list.

    ActionWrite
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Supported triggers and actions

checkvist logo
checkvist logo

About Checkvist

Keyboard driven online outliner and task manager for teams and individuals. Capture your ideas and notes, create checklists and plans, share with colleagues, and get everything done — together.

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  • Task Management

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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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