Avaza + Redtail CRM
Create new Avaza projects from updated Redtail CRM contacts
Keep client information updated in your projects effortlessly with this integration between Redtail CRM and Avaza. When you update a contact in Redtail CRM, this workflow creates a corresponding project in Avaza, providing your team with the most recent client details. Streamline your project creation process, stay organized, and save time with this seamless connection.
Keep client information updated in your projects effortlessly with this integration between Redtail CRM and Avaza. When you update a contact in Redtail CRM, this workflow creates a corresponding project in Avaza, providing your team with the most recent client details. Streamline your project creation process, stay organized, and save time with this seamless connection.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Project
Creates a new Project.
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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
