Connect Redbooth and simple-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Workspace
New Notification
New TaskList
Choose an Action
Automatically do this!
- Request a new Action for simple-crm
Enable Integrations or automations with these events of Redbooth and simple-crm
Enable Integrations or automations with these events of Redbooth and simple-crm
Triggers
New Task
Triggers when a new task is created
New Workspace
Triggers when new workspace created
New Notification
Trigger when New Notifition created
New TaskList
Triggers when a new tasklist is created
Actions
Create Comment
Creates a new Comment.
Create Subtask
Create a new Subtask.
Create Task
Creates a new task
Create TaskList
Creates a new tasklist
Create Conversation
Creates a new Conversation
Create Note
Creates a new Note
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Redbooth and simple-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Redbooth triggers actions in simple-crm (or vice versa).
Absolutely. You can customize how Redbooth data is recorded in simple-crm. This includes choosing which data fields go into which fields of simple-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Redbooth and simple-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 Redbooth and simple-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 Redbooth
Redbooth is an easy-to-use online task and project management software for busy teams. With Redbooth, teams can collaborate on projects, manage tasks, and communicate in real-time, boosting productivity and streamlining workflows.
Learn MoreAbout simple-crm
Simple CRM is a team collaboration tool to unite company data in one place
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