ablefy + Redtail CRM

Create free payments in elopage for new contacts in Redtail CRM

Effortlessly manage your new Redtail CRM contacts and their payments with this seamless automation. When a new contact is created in Redtail CRM, a free payment will be instantly generated in the elopage app. This efficient workflow saves time and ensures that your contact's payment records are always up-to-date.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create Free PaymentRegister user to a free product, ticket or course.
ActionWrite

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More things you can do with Redtail CRM and ablefy

Discover other triggers and actions you can use with Redtail CRM and ablefy

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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- Linked To
Trigger
Polling
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write

- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write
Initial Payment
Trigger when an initial payment for any product is processed!
Trigger
Instant
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New Email Opt-In
Triggers when product with opt-in with zapier is bought.
Trigger
Instant
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New Payment
Triggers when a new payment is processed.
Trigger
Instant
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New Refund
Trigger when new refund processed!
Trigger
Instant
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- Affiliate Program
  Required
- Email
  Required
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Product Slug or Event Name
  Required
- Publisher Name
- Affiliate Program
Action
Write
- Coupon
- Coupon Name
  Required
- Coupon Code
  Required
- Coupon Type
- Coupon Value
  Required
- From
- Till
- Product Slug
- Apply to all rates
- Apply to all products in a funnel
- Apply to additional fees
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Search or write
- Product Slug
  Required
Trigger
Instant
Try It
- Product Slug
Trigger
Instant
Try It
- Product Slug
  Required
Trigger
Instant
Try It
Order State Updates
Triggers when order state is changed.
Trigger
Instant
Try It
- Coupon Name
  Required
- Coupon Code
  Required
- Coupon Type
- Coupon Value
  Required
- From
- Till
- Product Slug
- Apply to all rates
- Apply to all products in a funnel
- Apply to additional fees
Action
Write
- Coupon
Action
Search

About ablefy

ablefy is your business platform for payment processing, sales, and automation – made for coaches, e-teachers, consultants, and service providers

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Related categories

eCommerce

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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