Integrate Aisle Planner with Redtail CRM to automate your work
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Quickly connect Aisle Planner to Redtail CRM with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Trigger when a new lead is created.
Try It - Payment Paid
Trigger when a new payment is made.
Try It - Contact first nameRequired
- Contact last nameRequired
- Contact company name
- Role
- Venue name
- Contact primary email
- Contact primary phone
- Contact primary website
- Contact address line 1
- Contact address line 2
- Contact city
- Contact state
- Contact postcode
- Contact country
- Event location city
- Event location state
- Project name
- Project typeRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
- Project Date FormatRequired
- Project dateRequired
- Lead source
- Service type
- Lead status
- Notes
- Activity Created
Triggers when a new activity is created in your database.
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- Project
Trigger when a new project is created.
Try It - Project nameRequired
- Project templateRequired
- Event location city
- Event location state
- TimezoneRequired
- Project Date FormatRequired
- Project dateRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
- Project templateRequired
- Event location city
- Event location state
- TimezoneRequired
- Project Date FormatRequired
- Project dateRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
- Project party role 1Required
- Project party firstname 1Required
- Project party lastname 1Required
- Project party role 2Required
- Project party firstname 2Required
- Project party lastname 2Required
- Activity Deleted
Triggers when an activity is deleted in your database.
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