Add MakePlans bookings to Redtail CRM as activities
Add MakePlans bookings to Redtail CRM as activities
Apps used in template
About
Every time there is a new booking created in MakePlans, Make will automatically create a new activity in Redtail CRM using information received.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Cancels a specified booking.
Creates a new booking.
Creates a new person.
Declines a specified booking.
Deletes a specified booking. Deleting a booking will set its state to deleted and active to false.
Deletes a specified person.
Returns a specified booking.
Returns information about a specified person.
Returns a list of bookings or searches them by specified queries.
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Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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