Agendor + Redtail CRM

Agendor + Redtail CRM integrations

Create or update Agendor persons when new Redtail CRM contacts are created

Effortlessly maintain your contact records between Redtail CRM and Agendor with this streamlined automation. When a new contact is created in Redtail CRM, their information will be added or updated in Agendor as a person. Save time and ensure consistency across your CRM platforms with this seamless workflow.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create or Update PersonCreates or updates a Person (Pessoa).
ActionWrite

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More things you can do with Redtail CRM and Agendor

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

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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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- 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
New Deal
Triggers when a new Deal (Negócio) is created.
Trigger
Instant
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Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Trigger
Instant
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Deal Won
Triggers when a Deal (Negócio) is set as won.
Trigger
Instant
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Updated Organization
Triggers when an Organization (Empresa) is edited.
Trigger
Instant
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Updated Person
Triggers when a Person (Pessoa) is edited.
Trigger
Instant
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- Deal
  Required
- Funnel (Funil)
Action
Write
- Deal
  Required
- Value (Valor)
- Description (Descrição)
- Start Time (Data de Início)
- Products (Produtos)
Action
Write
- Name (Nome)
  Required
- Legal Name (Razão Social)
- CNPJ
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
Action
Write
- Name (Nome)
  Required
- Email
  Required
- Role (Cargo)
- CPF
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Write
- Title (Título)
- Organization (Empresa)
- Person
Action
Search
- Name
- Cpf
- Email
Action
Search
- Name (Nome)
  Required
- CNPJ
- Email
- Legal Name (Razão Social)
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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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
Try It
- 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
- 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
New Task
Triggers when a new Task (Tarefa/Comentário) is created.
Trigger
Instant
Try It
Deal Lost
Triggers when a Deal (Negócio) is set as lost.
Trigger
Instant
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Updated Deal
Triggers when a Deal (Negócio) is edited.
Trigger
Instant
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New Organization
Triggers when a new Organization (Empresa) is created.
Trigger
Instant
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New Person
Triggers when a new Person (Pessoa) is created.
Trigger
Instant
Try It
- Relates to (Relaciona-se a)
  Required
- Text (Texto)
  Required
- Author (Criador)
  Required
- Due Date (Data de Agendamento)
- Assigned Users (Usuários Responsáveis)
- Finished? (Finalizada?)
- Metrics (Métricas)
- Type (Tipo)
Action
Write
- Deal
  Required
- Deal Status (Status do Negócio)
  Required
- End Time (Data de Conclusão)
Action
Write
- Organization
  Required
- Name (Nome)
- Legal Name (Razão Social)
- CNPJ
- Description (Descrição)
- Website
- Ranking
- Owner User (Usuário Responsável)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
- Category (Categoria)
- Sector (Setor)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
Action
Write
- Person
  Required
- Name (Nome)
  Required
- Role (Cargo)
- CPF
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Email
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
- Cnpj
- Email
Action
Search
- Title (Título)
  Required
- Organization (Empresa)
- Person (Pessoa)
- Deal Status (Status do Negócio)
- Description (Descrição)
- Products (Produtos)
- Ranking
- Start Time (Data de Início)
- End Time (Data de Conclusão)
- Owner User (Usuário Responsável)
- Funnel (Funil)
- Value (Valor)
- Author (Criador)
Action
Search or write
- Name (Nome)
  Required
- CPF
- Email
- Role (Cargo)
- Ranking
- Description (Descrição)
- Birthday (Aniversário)
- Owner User (Usuário Responsável)
- Organization (Empresa)
- Category (Categoria)
- Products (Produtos)
- Lead Origin (Origem do Cliente)
- Author (Criador)
- Work Phone (Telefone de Trabalho)
- Mobile Phone (Telefone Celular)
- Fax Phone
- WhatsApp
- Facebook
- Twitter
- Instagram
- LinkedIn
- Skype
- Postal Code (CEP)
- Country (País)
- State (Estado)
- City (Cidade)
- District (Bairro)
- Street (Rua)
- Additional Address Info (Complemento)
Action
Search or write

About Agendor

Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.

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CRM (Customer Relationship Management)

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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.