Alegra + Redtail CRM
Alegra + Redtail CRM
Alegra + Redtail CRM integrations
Create new Alegra contacts from Redtail CRM activities
Effortlessly streamline your sales process by integrating Redtail CRM and Alegra. With this workflow, whenever a new activity is created in Redtail CRM, a contact will be added to Alegra, ensuring your database stays updated and organized. This seamless connection allows you to save time and focus on nurturing relationships with your clients.
- When this happens...
Activity CreatedTriggers when a new activity is created in your database.TriggerInstant - automatically do this!
Create ContactCrear un contacto nuevo. Creates a new contact.ActionWrite
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More things you can do with Redtail CRM and Alegra
Discover other triggers and actions you can use with Redtail CRM and Alegra
Activity CreatedTriggers when a new activity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Deleted
Triggers when a new contact is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Created
Triggers when a new opportunity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Updated
Triggers when an opportunity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - First NameRequired
- Last NameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New EstimateTriggers when a new estimate is created in Alegra.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Item
Triggers when a new product or service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Nombre (Name)Required
- Tipo de contacto (Contact type)
- Identificación (Identification)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Ciudad (city)
- Región (region)
- Comuna (commune)
- Descripción (description)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Giro de negocio (giro)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- RFC (identification)Required
- Tipo de Tercero (Third type)
- Identificador fiscal (Fiscal ID)
- Calle (street)
- Número de exterior (exteriorNumber)
- Número de interior (interiorNumber)
- Colonia (Colony)
- País (country)
- Localidad (locality)
- Municipio (municipality)
- Estado (state)Required
- Código postal (zipCode)
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Verificar identificación no registrada (ignoreRepeated)
- clave del Uso CFDI (cfdiUse)
- Forma de pago (paymentMethod)
- Método de pago (paymentType)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Regímenes Fiscales
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)
- Departamento (state)
- Provincia (city)
- Urbanización (urbanization)
- Distrito (district)
- Código ubigeo (ubigeoCode)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Fecha de vencimiento (Due Date)Required
- Observaciones (Observations)
- Comentarios (Anotation)
- ID del Cliente (Client ID)Required
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Vendedor (Seller)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Emitir la factura (generateStamp)
- Condición de la venta (saleCondition)
- Concepto de venta (saleConcept)
- Fecha de inicio (startDateService)
- Fecha final (endDateService)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- Cliente ID (client)Required
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentForm)Required
- Método de pago (paymentMethod)
- Emitir la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Pedimento (importRequest)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentMethod)Required
- Método de la factura (paymentType)
- Clave del Uso CFDI (cfdiUse)Required
- Timbrar la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Cuenta de Banco (Bank Account)Required
- Método de pago (Payment Method)
- Cliente/Proveedor (Client)
- Tipo de Pago (Type of payment)
- Tipo de transacción (Type of Transaction)Required
- Id de la factura (Invoice Id)
- Monto del pago (Payment Amount)
- Id de la cuenta contable (Category id)
- Valor (Price)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Observaciones (Observations)
- Notas (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha De Vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Cliente ID (Client ID)Required
- Numeración de la factura (Invoice numeration)
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Tipo de Factura (Invoice type)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Referencia (Reference)
- Número de la clave de producto (ProductKey)Required
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (unitCost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Términos y Condiciones (Terms and Conditions)
- Numeración de la factura (Invoice numeration)
- Proveedor (provider)Required
- Bodega / Almacén (Warehouse)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Detalle (Details)
- Items ID
- Precios (price)
- Cantidad (quantity)
- Descuentos (discount)
- Impuesto (tax)
- Observaciones (observations)
- Categorías ID
- Precios (price)
- Cantidad (quantity)
- Descuentos (discount)
- Impuesto (tax)
- Observaciones (observations)
- Id Retención (retention ID)
- Monto Retención (retention amount)
- Fecha (date)
- Cuenta (account)
- Monto (amount)
- Método de pago (Payment Method)
- Notas (anotations)
- Observaciones (observations)
- Id Retenciones (retentions ID)
- Monto Retención (retention Amount)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Centro de costos (Cost center)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Procentaje (Percentage)Required
- Tipo (Type)Required
- Descripción (Description)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primer Nombre (firstName)Required
- Apellidos (LastName)
- Número telefónico principal (phonePrimary)
- Tipo de persona (kindOfPerson)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico secundario (phoneSecondary)
- Dirección (address)
- Municipio (City)
- Departamento (department)
- País (country)
- Código postal (zip code)
- fax
- Número de celular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Verificar identificación no registrada (ignoreRepeated)
- Régimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID de la factura (Invoice ID)Required
- Tipo de Factura (Invoice Type)
- Destinatario (To)Required
- Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del contacto (Contact ID)Required
- Tipo de contacto (Contact type)
- Nombre (Name)
- Número de identificación (Identification Number)
- Correo electrónico (Email)
- Número de teléfono principal (Primary Phone Number)
- Número de teléfono secundario (Secondary Phone Number)
- Fax
- Número De Celular/móvil (Mobile)
- Observaciones (Observations)
- Dirección (Address)
- Ciudad (City)
- Calle (Street)
- Número exterior (Exterior Number)
- Número interior (Interior Number)
- Colonia (Colony)
- Localidad (Locality)
- Municipio (Municipality)
- Estado (State)
- País (Country)
- Código Postal (Zip Code)
- Id de Vendedor Asociado (Associate Seller ID)
- Lista de Precios (Price List)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Búsqueda por (Search by)
- Nombres o SKUs de los items (Names or SKUs of the items)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Impuesto (tax)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Identificación (Identification)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Ciudad (city)
- Región (region)
- Comuna (commune)
- Descripción (description)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Giro de negocio (giro)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)
- Provincia (department)
- Cantón (city)
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Tipo de contactoRequired
- Tipo de terceroRequired
- Tipo de personaRequired
- Teléfono principal
- Teléfono secundario
- Teléfono móvil
- Correo
- Fax
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Número de identificación (Identification)
- Tipo de contacto (Contact type)
- Número telefónico principal (Phone primary)
- Número telefónico secundario (Phone secondary)
- Fax
- Número de célular/móvil (Mobile)
- Observaciones (observations)
- Correo electrónico (Email)
- Dirección (address)
- Ciudad (city)
- Verificar identificación no registrada (Ignore repeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Nombre del ítem (Item name)Required
- Nombre (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Referencia (Reference)
- Número de la clave de producto (ProductKey)Required
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (unitCost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Impuesto (tax)Required
- Nombre (Name)Required
- Procentaje (Percentage)Required
- Tipo (Type)Required
- Descripción (Description)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Created
Triggers when a new contact is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when an existing contact is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)Required
- Provincia (province)Required
- Ciudad (city)Required
- Código postal (postalCode)Required
- Verificar identificación no registrada (ignoreRepeated)
- Condición del IVA (ivaCondition)Required
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)
- Provincia (department)
- Cantón (city)
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tipo de contactoRequired
- Tipo de terceroRequired
- Tipo de personaRequired
- Teléfono principal
- Teléfono secundario
- Teléfono móvil
- Correo
- Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Número de identificación (Identification)
- Tipo de contacto (Contact type)
- Número telefónico principal (Phone primary)
- Número telefónico secundario (Phone secondary)
- Fax
- Número de célular/móvil (Mobile)
- Observaciones (observations)
- Correo electrónico (Email)
- Dirección (address)
- Ciudad (city)
- Verificar identificación no registrada (Ignore repeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date) (YYYY-MM-DD)Required
- Observaciones (Observations)
- Almacén (Warehouse)Required
- Centro de costo (Cost center)
- ÍtemRequired
- Tipo (Type)Required
- Costo Unitario (Unit Cost)Required
- Cantidad (Quantity)Required
- ID de Resolución (Resolution ID)
- Prefijo de numeración (Numbering Prefix)
- Numeración (Numbering)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Referencia (Reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentForm)
- Emitir la factura (generateStamp)Required
- Actividad económica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)Required
- Numeración de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Naturaleza del descuento (discount nature)
- Referencia (reference)
- Descripción (description)
- Tipo de descuento (discount_type)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Método de pago (paymentMethod)Required
- Emitir la factura (generateStamp)
- Condición de la venta (saleCondition)
- Actividad económica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Emitir factura electrónicaRequired
- Tipo
- Numeración de la factura
- ClienteRequired
- IDRequired
- PrecioRequired
- Referencia
- Descripción
- Impuesto
- CantidadRequired
- Vendedor
- FechaRequired
- Fecha de vencimientoRequired
- Notas
- Observaciones
- Moneda
- Tipo de cambio
- Almacén
- Centro de costos
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- Tipo de Operación (Operation type)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Emitir la factura (generateStamp)Required
- Método de Pago (Payment Method)Required
- Cuotas Info
- Periodicidad (periodicity)
- Número de Cuotas (numberQuotas)
- Información sobre las cuotas (quotas info)
- Montos de las cuotas(amount)
- Fecha de vencimiento de las cuotas (quotas due date)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Partida arancelaria (tariffHeading)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- Código de producto (Product Key)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre del producto (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Referencia (Reference)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (Type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Fecha De Vencimiento (dueDate)Required
- Cliente ID (Client ID)Required
- Items IDRequired
- Precios (price)Required
- Impuesto (Tax)Required
- Cantidad (Quantity)Required
- Descuentos (Discount)Required
- Bodega/Almacén (Warehouse)
- Observaciones (Observations)
- Nota de la remisión (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID de la Factura (Invoice Id)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id de la cotización (Estimate ID)Required
- Destinatatio (To):Required
- Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del contacto (Contact ID)Required
- Primer Nombre (firstName)
- Apellidos (LastName)
- Número telefónico principal (phonePrimary)
- Tipo de persona (kindOfPerson)
- Tipo de contacto (Contact type)
- Tipo (type)
- Número (number)
- Dirección (address)
- Municipio (City)
- Departamento (department)
- País (country)
- Código postal (zip code)
- Correo electrónico (email)
- Régimen (regime)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del ítem (Item Id)Required
- Nombre del producto (Name)
- Descripción (Description)
- Precio (Price)
- Referencia (Reference)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Estatus (Status)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)Required
- Provincia (province)Required
- Ciudad (city)Required
- Código postal (postalCode)Required
- Verificar identificación no registrada (ignoreRepeated)
- Condición del IVA (ivaCondition)Required
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Primer Nombre (firstName)Required
- Apellidos (LastName)
- Número telefónico principal (phonePrimary)
- Tipo de persona (kindOfPerson)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico secundario (phoneSecondary)
- Dirección (address)
- Municipio (City)
- Departamento (department)
- País (country)
- Código postal (zip code)
- fax
- Número de celular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Verificar identificación no registrada (ignoreRepeated)
- Régimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- RFC (identification)Required
- Tipo de Tercero (Third type)
- Identificador fiscal (Fiscal ID)
- Calle (street)
- Número de exterior (exteriorNumber)
- Número de interior (interiorNumber)
- Colonia (Colony)
- País (country)
- Localidad (locality)
- Municipio (municipality)
- Estado (state)Required
- Código postal (zipCode)
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Verificar identificación no registrada (ignoreRepeated)
- clave del Uso CFDI (cfdiUse)
- Forma de pago (paymentMethod)
- Método de pago (paymentType)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Regímenes Fiscales
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)
- Departamento (state)
- Provincia (city)
- Urbanización (urbanization)
- Distrito (district)
- Código ubigeo (ubigeoCode)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Nombre del ítem (Item name)Required
- Nombre (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Partida arancelaria (tariffHeading)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- Código de producto (Product Key)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Nombre del ítem (Item name)Required
- Nombre del producto (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Referencia (Reference)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (Type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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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