Add MakePlans bookings to Redtail CRM as activities
Apps used in template
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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 contact.
Creates a new person.
Creates a new activity.
Creates a new opportunity.
Declines a specified booking.
Deletes a specified booking. Deleting a booking will set its state to deleted and active to false.
Deletes a contact specified by ID.
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