Leslie S Hait
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50 votesLeslie S Hait supported this idea ·
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466 votesLeslie S Hait supported this idea ·
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142 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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155 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Leslie S Hait supported this idea · -
494 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Leslie S Hait supported this idea ·
Create additional fields for Zapier Integration. At the very least, in the outgoing zap Include CLIENT NAME, and ACTIVITY TYPE. In the incoming integration, include more contact details, including EMAIL ADDRESS, and MOBILE PHONE and MAILING ADDRESS. Also, please create the ability to trigger a ZAP from a STATUS CHANGE.