Connect Codefresh and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of Codefresh and Redtail CRM
Enable Integrations or automations with these events of Codefresh and Redtail CRM
Triggers
New Project
Triggers when a new project is created in scheduled time.
Actions
Create Project
Creates a new project.
Search Project
Search projects with filters.
Delete a Project
Deletes a project.
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Frequently Asked Questions
To start, connect both your Codefresh and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Codefresh triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how Codefresh data is recorded in Redtail CRM. This includes choosing which data fields go into which fields of Redtail CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Codefresh and Redtail CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Codefresh and Redtail CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Codefresh
Codefresh is a modern DevOps platform that streamlines software development and delivery. It offers powerful CI/CD tools to help developers build, test, and deploy applications efficiently, simplifying complex workflows for teams aiming to enhance their DevOps practices.
Learn MoreAbout Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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