Connect Swordfish.ai to Redtail CRM and automate any workflow
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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.
- Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
Try It - First Name
- Middle Name
- Last Name
- Full Name
- Social profile
- Title
- Company Name
- CIty
- State
- Country
- Zipcode
- Email
- Phone
- Must haveRequired
- Activity Created
Triggers when a new activity is created in your database.
Try It - Activity Updated
Triggers when an activity is updated in your database.
Try It
- Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
Try It - Social profile
- Must haveRequired
- Activity Deleted
Triggers when an activity is deleted in your database.
Try It - Contact Created
Triggers when a new contact is created in your database.
Try It