Avochato + Redtail CRM

Create or update Avochato contacts when new Redtail CRM contacts are added

Effortlessly keep your contacts updated between Redtail CRM and Avochato with this streamlined workflow. Whenever a new contact is created in Redtail CRM, this automation will ensure the contact details are also added or updated in the Avochato app. Save time and ensure consistency across your platforms, so you can focus on nurturing those important relationships.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create / Update Contact
Creates a new contact or updates an existing contact if it already exists.
ActionWrite

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Supported triggers and actions

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 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
Action
Write

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Contact Opted Out
Triggers when a contact opts out of receiving text messages.
Trigger
Instant
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New Inbound Message
Triggers when an incoming text message arrives in your inbox.
Trigger
Instant
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- Campaign ID(s) / Campaign Key(s)Required
- Contact Phone Number(s)Required
- Remove this contact from all future steps of this campaign
Action
Write
- Tag nameRequired
- Contact Phone NumberRequired
Action
Write
- Phone NumberRequired
- Name
- Email
- Contact Owner (ID or Email)
- Company
- Street
- City
- State
- Zip Code
- Country
- Tags
- Other Phone
- Priority (1-5)
- Muted
- Blocked
- Opted Out
- Double Opted In
- Visible
- Salesforce Object ID
- Salesforce Object Type
- Stuck Number
- Allow overriding custom field values with empty data
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
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- 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
Action
Write
Contact Opted In
Triggers when a Contact opts in to receiving text messages.
Trigger
Instant
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Ticket Status Change
Triggers when a new ticket is created or changes status, including closing or reopening.
Trigger
Instant
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New Outbound Message
Triggers when an outbound text message is sent from your inbox.
Trigger
Instant
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- Phone NumberRequired
- Event ContextRequired
- Event Revenue ($)Required
- Event TypeRequired
Action
Write
- Tag nameRequired
- Contact Phone numberRequired
Action
Write
- Phone NumberRequired
- Your MessageRequired
- Tag this contact
- Media Url
- Message Status Callback URL
- Schedule Message Delivery Date
- Mark this conversation as "Addressed"
- Send message from phone number
- Send on behalf of user (Email)
Action
Write

About Avochato

Avochato is the text messaging solution for sales, marketing, and customer support teams.

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Related categories

Phone & SMS

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.

Learn more