Anvil + Redtail CRM
Generate new contacts and opportunities in Redtail from newly-completed workflows in Anvil
Effortlessly create a new contact and opportunity in Redtail whenever an Anvil workflow is completed. This integration will automatically update your Redtail CRM whenever a specified workflow is completed in Anvil.
Effortlessly create a new contact and opportunity in Redtail whenever an Anvil workflow is completed. This integration will automatically update your Redtail CRM whenever a specified workflow is completed in Anvil.
- When this happens...Workflow Completion
Triggers when a Workflow is completed.
- automatically do this...Create Contact
Creates a new contact in your database.
- then do this!Create Opportunity
Creates a new opportunity in your database.
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Choose OrganizationRequired
Choose WorkflowRequired
Choose ForgeRequired
Try ItChoose OrganizationRequired
Choose WorkflowRequired
Try ItActivity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try It
Choose OrganizationRequired
Choose WorkflowRequired
Try ItChoose OrganizationRequired
Choose PDFRequired
How would you like to provide the data for the API call?Required
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 It
