AMcards.com + Redtail CRM

AMcards.com + Redtail CRM integrations

Create drip campaigns in AMcards.com for new activities in Redtail CRM

Effortlessly stay in touch with your clients by automating your drip campaigns whenever a new activity is created in Redtail CRM. With this workflow, each time an activity is added in Redtail CRM, a tailored drip campaign will be scheduled in AMcards.com, ensuring a personalized and timely follow-up, without any manual work. Enhance your client engagement and never miss an opportunity to connect with them again.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Schedule a Drip CampaignTriggers/Schedules a Drip Campaign
ActionWrite

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More things you can do with Redtail CRM and AMcards.com

Discover other triggers and actions you can use with Redtail CRM and AMcards.com

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
- Campaign
  Required
- TO: Salutation
- TO: First Name
  Required
- TO: Last Name
  Required
- TO: Organization
- TO: Address Line 1
  Required
- TO: Address Line 2
- TO: City
  Required
- TO: State
  Required
- TO: Postal Code
  Required
- TO: Country
- TO: Birth Date
- TO: Phone Number
- TO: Anniversary Date
- Send Date
- Initiator
  Required
- FROM: First Name
- FROM: Last Name
- FROM: Address Line 1
- FROM: Address Line 2
- FROM: City
- FROM: State
- FROM: Postal Code
- FROM: Country
- Third Party Contact ID
Action
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
Try It
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
- Third Party Contact ID
  Required
Action
Write
- Quicksend Template
  Required
- Message
- Send Date
- Initiator
  Required
- To: First Name
  Required
- To: Last Name
  Required
- To: Organization
- To: Address Line 1
  Required
- To: Address Line 2
- To: City
  Required
- To: State/Province/Region
  Required
- To: Postal/Zip Code
  Required
- To: Country
- FROM: First Name
  Required
- FROM: Last Name
  Required
- FROM: Address Line 1
  Required
- FROM: Address Line 2
- FROM: City
  Required
- FROM: State/Province/Region
  Required
- FROM: Postal/Zip Code
  Required
- FROM: Country
- Third Party Contact ID
Action
Write

About AMcards.com

Send real personalized greeting cards and gifts in seconds.

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Related categories

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.

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