magicplan + Redtail CRM

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.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    magicplanmagicplan
    Create New Project

    Create a new magicplan project assigned to a workspace member.

    ActionWrite
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Supported triggers and actions

magicplan logo
magicplan logo

About magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
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Related categories

  • Images & Design
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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