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I am attempting to integrate a zap between Cognito forms and Redtail. I’d like the trigger of a new entry in Cognito forms to create a workflow in RedTail. When I have attempted to do this, it does not show “Create a workflow” as an option. Am I missing something? Is there a way to create a workflow from a cognito trigger?

Hi ​@Jennie 

These are the available Redtail Zap app triggers/actions:

https://zapier.com/apps/redtailcrm/integrations#triggers-and-actions

 

If there is not the desired action available, then you would need to explore using the Redtail API: https://support.redtailtechnology.com/s/topic/0TO4u000000sQrhGAE/api-documentation

 

Resources for using app APIs in Zap steps: 

 

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