Motion + Redtail CRM

Create tasks in Motion for newly created activities in Redtail CRM

Effortlessly stay on top of your tasks with this seamless workflow between Redtail CRM and Motion. When a new activity is created in Redtail CRM, a corresponding task will be generated in Motion, ensuring that you never miss a beat and can easily manage your responsibilities. This efficient automation keeps your work organized and streamlines your to-do list management.

Effortlessly stay on top of your tasks with this seamless workflow between Redtail CRM and Motion. When a new activity is created in Redtail CRM, a corresponding task will be generated in Motion, ensuring that you never miss a beat and can easily manage your responsibilities. This efficient automation keeps your work organized and streamlines your to-do list management.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    MotionMotion
    Create Task

    Creates a new Motion Task

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
motion logo
motion logo

About Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
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Related categories

  • Project Management
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier