CloudKii + Redtail CRM

CloudKii + Redtail CRM integrations

Create CloudKii app licenses from new Redtail CRM activities

Effortlessly manage your client relationships with this seamless Redtail CRM to CloudKii automation workflow. Whenever there's a new activity created in Redtail CRM, this workflow will instantly generate an App License in CloudKii. Stay organized and save time by combining your CRM and licensing processes in one smooth operation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create App LicenseCreate an App License using person's email and your CloudKi API Key
ActionWrite

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More things you can do with Redtail CRM and CloudKii

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

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
- SubPartnerEmail
  Required
Action
Write
- User email
  Required
- CloudKii App
  Required
Action
Write
- User Full Name
  Required
- Email
  Required
- User Phone Number
  Required
- Business Name
  Required
- City
  Required
- Street Address
  Required
- ZIP
  Required
Action
Write
- LicenseEmail
  Required
- CloudKii App
  Required
Action
Write
- SubPartnerEmail
  Required
- Licenses
  Required
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
- LicenseEmail
  Required
- CloudKii App
  Required
Action
Write
- SubPartnerEmail
  Required
- Licenses
  Required
Action
Write
- Target App
  Required
- User Full Name
  Required
- User Email
  Required
- User Phone Number
- Account Snapshot/Framework (if applicable)
Action
Write
- SubPartnerEmail
  Required
- Sub-Partner Name
  Required
- Licenses
  Required
Action
Write
- SubPartnerEmail
  Required
Action
Write

About CloudKii

CloudKii empowers you to take control over your extension business.

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier