OmniFocus + Redtail CRM
Create tasks in OmniFocus for new Redtail CRM activities
Stay organized and on top of important tasks by automating your workflow between Redtail CRM and OmniFocus. When a new activity is created in Redtail CRM, this automation will instantly create a corresponding task in OmniFocus, ensuring you never miss a beat. Keep your focus on important work while this integration takes care of managing your to-do list for you.
Stay organized and on top of important tasks by automating your workflow between Redtail CRM and OmniFocus. When a new activity is created in Redtail CRM, this automation will instantly create a corresponding task in OmniFocus, ensuring you never miss a beat. Keep your focus on important work while this integration takes care of managing your to-do list for you.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Task
Creates a new task in your OmniFocus Inbox.
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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
