Apptoto + Redtail CRM

Apptoto + Redtail CRM integrations

Create new Redtail CRM contacts from scheduled Apptoto appointments

Streamline your scheduling process with this efficient automation. Whenever a new appointment is scheduled in Apptoto, this workflow will immediately create a related contact in Redtail CRM. This ensures swift contact management in your CRM, letting you focus more on building relationships than tracking details.

When this happens...
Appointment ScheduledTriggers when an appointment is scheduled through an Apptoto Booking Page
TriggerInstant
automatically do this!
Create ContactCreates a new contact in your database.
ActionWrite

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More things you can do with Apptoto and Redtail CRM

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

Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
Trigger
Instant
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Message Sent
Triggers when a message is sent in Apptoto
Trigger
Instant
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Participant Check-In State Changed
Trigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)
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Instant
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Payment Processed
Triggers when a payment charged or captured via Apptoto
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Instant
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- Contact ID
- External Contact ID
- Email Address
- Phone Number
- Address Book ID
- Address Book Name
- Contact Name
- Zip Code
- SMS Preference
- Voice Preference
- Email Preference
- Notes
Action
Write

- Contact ID
- External Contact ID
Action
Write
- Email Address
- Phone Number
Action
Search

Activity Created
Triggers when a new activity is created in your database.
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Instant
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Activity Updated
Triggers when an activity is updated in your database.
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Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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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.
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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

Message Received
Triggers when a message is received in Apptoto
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Instant
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Participant Booking State Changed
Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)
Trigger
Instant
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Participant Reminder State Changed
Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
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Instant
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Payment Refunded
Triggers when a payment is refunded via Apptoto
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Instant
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- Event ID
- External Event ID
- Calendar ID
- Calendar Name
- Event Title
- Event Start Time
- Event End Time
- Event Timezone
- Event Location
- Event Content
- All Day?
- Contact ID
- Participant States (e.g. reminded, arrived, noshow)
- External Contact ID
- First Participant Name
- First Participant Phone
- First Participant Email
Action
Write
- Event ID
- External Event ID
Action
Write
- Event Id
- Event External Id
- Calendar ID
Action
Search
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
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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
- 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

About Apptoto

For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online scheduling

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Related categories

Calendar

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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Related categories

CRM (Customer Relationship Management)

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