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Daniel Maxwell

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  1. zapier

    142 votes
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    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Daniel Maxwell supported this idea  · 

  2. Keep enhancing the Zapier integration

    74 votes
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    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Daniel Maxwell commented  · 

    There are simply too few triggers and actions currently for the Zapier to be helpful at this point. Highest on my wish list would be a "Create Note" trigger.

    Improving the integration would completely change and improve my practice.

    An error occurred while saving the comment
    Daniel Maxwell commented  · 

    There are simply too few triggers and actions currently for the Zapier to be helpful at this point. Highest on my wish list would be a "Create Note" trigger.

    Daniel Maxwell supported this idea  · 

  3. Zapier

    40 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Daniel Maxwell commented  · 

    There are simply too few triggers and actions currently for the Zapier to be helpful at this point. Highest on my wish list would be a "Create Note" trigger.

    Daniel Maxwell supported this idea  · 

  4. Integrate With TRELLO

    58 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Daniel Maxwell commented  · 

    This definitely needs to happen. Trello makes practice management so much simpler.

    Daniel Maxwell supported this idea  · 

  5. Zapier needs to filter trigger by activity type

    21 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Daniel Maxwell supported this idea  · 

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