Create new magicplan projects when Redtail CRM contacts are updated
Keep your projects up-to-date with this Redtail CRM and magicplan integration. When a contact is updated in Redtail CRM, this workflow will automatically create a new project in magicplan, ensuring your project data is always current and your team stays in sync. Use this automation to save time and maintain streamlined communication between apps.
Keep your projects up-to-date with this Redtail CRM and magicplan integration. When a contact is updated in Redtail CRM, this workflow will automatically create a new project in magicplan, ensuring your project data is always current and your team stays in sync. Use this automation to save time and maintain streamlined communication between apps.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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