Avaza + Redtail CRM

Create Avaza contacts from new Redtail CRM activities

Effortlessly transfer activity information between Redtail CRM and Avaza with this smooth workflow. Once set up, this automation ensures that when a new activity is registered in Redtail CRM, a corresponding contact is instantly created in Avaza. Keep your team informed, reduce manual data entry, and maintain an accurate overview of your contacts by using this efficient solution.

Effortlessly transfer activity information between Redtail CRM and Avaza with this smooth workflow. Once set up, this automation ensures that when a new activity is registered in Redtail CRM, a corresponding contact is instantly created in Avaza. Keep your team informed, reduce manual data entry, and maintain an accurate overview of your contacts by using this efficient solution.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    AvazaAvaza
    Create Contact

    Creates a new Contact.

    ActionWrite
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Supported triggers and actions

avaza logo
avaza logo

About Avaza

Avaza is a versatile software for client-focused businesses. It offers project management, timesheets, expenses, quotes, and invoicing.
Learn more

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redtailcrm logo
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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.
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