Connect Roll to Redtail CRM and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Create your first workflow
Quickly connect Roll to Redtail CRM with a Zapier template.
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How Zapier works
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Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
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.
- New Company
Triggers when a new company is created.
Try It - New Task
Triggers when a new task is created.
Try It - Company NameRequired
- Primary Contact First Name
- Primary Contact Last Name
- Phone
- Mobile
- Email
- Website
- Address Line 1
- Address Line 2
- City / Town
- State / Region
- Postcode / Zip
- Country
- EmployeeRequired
- ProjectRequired
- Time DateRequired
- Time Notes
- Time (In Hours)Required
- Rate
Related categories
Related categories