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Redtail CRM + ShareFile

Create folders in ShareFile for new Redtail CRM contacts

Effortlessly organize your contacts by creating a dedicated folder in ShareFile every time a new contact is added in Redtail CRM. This automation streamlines your document organization and ensures important information is easy to find while reducing manual data entry, giving you more time to focus on building and maintaining client relationships.

Effortlessly organize your contacts by creating a dedicated folder in ShareFile every time a new contact is added in Redtail CRM. This automation streamlines your document organization and ensures important information is easy to find while reducing manual data entry, giving you more time to focus on building and maintaining client relationships.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    ShareFileShareFile
    Create Folder

    Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About 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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About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

Related categories

Triggers & Actions