Redtail CRM + ShareFile
Create folders in ShareFile for new activities in Redtail CRM
Effortlessly organize your client data with this Redtail CRM and ShareFile automation. Whenever a new activity is created in Redtail CRM, a corresponding folder will be generated in ShareFile, ensuring a streamlined and efficient way to manage your clients' information. Save time and boost productivity with this seamless workflow.
Effortlessly organize your client data with this Redtail CRM and ShareFile automation. Whenever a new activity is created in Redtail CRM, a corresponding folder will be generated in ShareFile, ensuring a streamlined and efficient way to manage your clients' information. Save time and boost productivity with this seamless workflow.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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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
