CATS + Redtail CRM

CATS + Redtail CRM integrations

Create new CATS contacts when Redtail CRM activities are added

Effortlessly maintain updated contact information between Redtail CRM and CATS with this seamless workflow. When a new activity is created in Redtail CRM, a contact is instantly added to your CATS account, ensuring your database stays organized and current without manual data entry. Enhance your customer information management with this efficient process.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create a ContactAdds a new contact in CATS.
ActionWrite

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More things you can do with Redtail CRM and CATS

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

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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Opportunity Updated
Triggers when an opportunity is updated in your database.
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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
New Activity
Triggers when an activity is created.
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Instant
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New Company
Triggers when a company is created.
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Instant
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New Job
Triggers when a job is created.
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Instant
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New User
Triggers when a user is created.
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Instant
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- Contact Status
  Required
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Instant
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Candidate Updated
Triggers when a candidate is updated.
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Instant
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Contact Updated
Triggers when a contact is updated.
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Instant
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User Updated
Triggers when a user is updated.
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Instant
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- Name
  Required
- Owner
  Required
- Website
- Address
- City
- State
- Zip
- Primary Phone
- Secondary Phone
- Fax
- Social Media
- Notes
- Hot
- Key Technologies
- User Groups
Action
Write
- Title
  Required
- City
  Required
- State
  Required
- Zip
  Required
- Company
  Required
- Company Contact
- Owner
- Recruiter
- Category
- Hot
- Start Date
- Salary
- Duration
- Type
- Openings
- Description
- Notes
- User Groups
Action
Write
- DataItem Type
  Required
- DataItem
  Required
- Assigned To
  Required
- Description
  Required
- Priority
  Required
- Date Due
Action
Write
- Company ID
- Query
Action
Search
- Job ID
- Query
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
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Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
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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
- Name
Trigger
Instant
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New Candidate
Triggers when a candidate is created.
Trigger
Instant
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New Contact
Triggers when a contact is created.
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Instant
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New Pipeline
Triggers when a candidate is added to a job.
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Instant
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- Company Status
  Required
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Instant
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- Job Status
  Required
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Instant
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Company Updated
Triggers when a company is updated.
Trigger
Instant
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- Workflow
  Required
- Workflow Status
  Required
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Middle Name
- Title
- Primary Email
- Secondary Email
- Address
- City
- State
- Zip
- Website
- Home Phone
- Cell Phone
- Work Phone
- Social media
- Best Time to Call
- Current Employer
- Date Available
- Current Pay
- Desired Pay
- Willing to Relocate
- Key Skills
- Notes
- Active
- Hot
- Resume URL
Action
Write
- First Name
  Required
- Last Name
  Required
- Owner
  Required
- Company
- Create Company
- Title
- Primary Email
- Secondary Email
- Work Phone
- Cell Phone
- Other Phone
- Left Company
- Address
- City
- State
- Zip
- Social Media
- Hot
- Notes
Action
Write
- Candidate
  Required
- Job
  Required
- Rating
- Create Activity
  Required
Action
Write
- Candidate ID
- Query
Action
Search
- Contact ID
- Query
Action
Search
- User ID
  Required
Action
Search

About CATS

CATS is an applicant tracking system. Manage the entire tracking process from posting jobs to leading job boards and social networks to generating customized reports. Collect applications with the hosted career portal and find the right candidates with searching capabilities.

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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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