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Anvil + Redtail CRM

Generate new contacts and opportunities in Redtail from newly-completed workflows in Anvil

Effortlessly create a new contact and opportunity in Redtail whenever an Anvil workflow is completed. This integration will automatically update your Redtail CRM whenever a specified workflow is completed in Anvil.

Effortlessly create a new contact and opportunity in Redtail whenever an Anvil workflow is completed. This integration will automatically update your Redtail CRM whenever a specified workflow is completed in Anvil.

  1. When this happens...
    AnvilAnvil
    Workflow Completion

    Triggers when a Workflow is completed.

    TriggerInstant
  2. automatically do this...
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
  3. then do this!
    Redtail CRMRedtail CRM
    Create Opportunity

    Creates a new opportunity in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
anvil logo
anvil logo

About Anvil

Anvil lets you automate your paperwork and business processes: Data-capture, PDF preparation, and e-sign working seamlessly together.

Related categories

  • Signatures
redtailcrm logo
redtailcrm logo

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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