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Connect Redtail CRM and Teamwork to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Activity Created
Triggers when a new activity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Deleted
Triggers when a new contact is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Created
Triggers when a new opportunity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Updated
Triggers when an opportunity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - First NameRequired
- Last NameRequired
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- SubjectRequired
- Description
- Activity Type
- Activity Category
- Start DateRequired
- End DateRequired
- All DayRequired
- Location
- Priority
- Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Calendar Event Reminder
Triggered when a calendar event reminder is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Column
Triggered when you add a new column.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggered when you add a new company.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File
Triggered when you add a new file.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Link
Triggered when you add a new link.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Message Reply
Triggered when you add a new message reply.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Notebook
Triggered when you add a new notebook.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggered when you add a new project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Risk
Triggered when you add a new risk.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggered when you add a new task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task List TemplateRequired
- ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- File NameRequired
- FileRequired
- Display Name
- Description
- CategoryName
- Private to Owner Company?
- Who should be notified?
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Description
- LinkRequired
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- MessageRequired
- Add CommentRequired
- Who should be notified?
- Author
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TitleRequired
- Description
- When is this due?Required
- Who is responsible?Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Description
- ContentRequired
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Add Selected Users to this ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task List
- TaskRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task List
- TaskRequired
- Start Date and TimeRequired
- Duration HoursRequired
- Duration MinutesRequired
- Description
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- ProjectRequired
- Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- FileRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- LinkRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- TitleRequired
- Add CommentRequired
- Category
- Attach File
- FileRequired
- File NameRequired
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Author
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- TitleRequired
- Description
- When is this due?Required
- Who is responsible?Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- Description
- ContentRequired
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- Description
- Add Selected Users to this Project
- Project Owner
- CompanyRequired
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Created
Triggers when a new contact is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when an existing contact is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- First NameRequired
- Last NameRequired
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Calendar Event
Triggered when you add a new calendar event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Card
Triggered when you add a new card.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Comment
Triggered when you add a new comment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggered when you add a new expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Message
Triggered when you add a new message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Milestone
Triggered when you add a new milestone.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggered when you add a new person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Status
Triggered when you add a new status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task List
Triggered when you add a new task list.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Time Entry
Triggered when you add a new time entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TitleRequired
- Description
- All Day
- StartRequired
- EndRequired
- Where
- Attendees
- Event Type
- Privacy TypeRequired
- Show as Busy
- ProjectRequired
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Description
- DateRequired
- CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- FileRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Phone Number
- PO Number
- Description
- Issue DateRequired
- Fixed Price
- CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- LinkRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TitleRequired
- Add CommentRequired
- Category
- Attach File
- FileRequired
- File NameRequired
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Author
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- MilestoneRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- ColumnRequired
- Old Column ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NotebookRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- FirstNameRequired
- LastNameRequired
- EmailRequired
- UserTypeRequired
- PrivateNotes
- SendInvite
- SendInviteWithMessage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Add Selected Users to this Project
- Project Owner
- CompanyRequired
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- StatusRequired
- Notify
- Who should be notified?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task List
- ContentRequired
- Description
- StartDate
- DueDate
- Who is responsible?Required
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- ColumnRequired
- Tags
- Attach File
- FileRequired
- File NameRequired
- Desk Ticket ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Start Date and TimeRequired
- Duration HoursRequired
- Duration MinutesRequired
- Description
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task List
- ContentRequired
- Description
- StartDate
- DueDate
- Who is responsible?Required
- Notify
- Private to Owner Company?
- Who can see it?
- Priority
- ColumnRequired
- Tags
- Attach File
- FileRequired
- File NameRequired
- Desk Ticket ID
- Allow Update to Completed Task
- Fire Webhooks after Update
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- TitleRequired
- Description
- All Day
- StartRequired
- EndRequired
- Where
- Attendees
- Event Type
- Privacy TypeRequired
- Show as Busy
- ProjectRequired
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- File NameRequired
- FileRequired
- Display Name
- Description
- CategoryName
- Private to Owner Company?
- Who should be notified?
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- Description
- LinkRequired
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- MilestoneRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- NotebookRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- CompanyRequired
- FirstNameRequired
- LastNameRequired
- EmailRequired
- UserTypeRequired
- PrivateNotes
- SendInvite
- SendInviteWithMessage
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- Task List
- TaskRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- ProjectRequired
- Task List
- ContentRequired
- Description
- StartDate
- DueDate
- Who is responsible?Required
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- ColumnRequired
- Tags
- Attach File
- FileRequired
- File NameRequired
- Desk Ticket ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found