Create magicplan projects for new Redtail CRM activities
Create projects in magicplan effortlessly whenever a new activity is added in Redtail CRM. With this workflow, you can save time and ensure consistency across your platforms, allowing you to focus on more important tasks. Set up this automation and let it do the work for you as your CRM activities turn into magicplan projects seamlessly.
Create projects in magicplan effortlessly whenever a new activity is added in Redtail CRM. With this workflow, you can save time and ensure consistency across your platforms, allowing you to focus on more important tasks. Set up this automation and let it do the work for you as your CRM activities turn into magicplan projects seamlessly.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create New Project
Create a new magicplan project assigned to a workspace member.
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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