Confluence Cloud + Redtail CRM

Confluence Cloud + Redtail CRM integrations

Create Confluence Cloud pages or blog posts from new Redtail CRM activities

Stay organized and informed with this Redtail CRM and Confluence Cloud integration. Whenever a new activity is created in Redtail CRM, it triggers the creation of a corresponding page or blog post in Confluence Cloud. This workflow ensures all team members are kept up-to-date on recent activities, enhancing collaboration and making sure nothing slips through the cracks.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create Page or Blog PostCreates a new page or blog post.
ActionWrite

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More things you can do with Redtail CRM and Confluence Cloud

Discover other triggers and actions you can use with Redtail CRM and Confluence Cloud

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
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
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
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- 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
- Site
  Required
- Space
  Required
Trigger
Polling
Try It
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
  Required
- Specific Content ID
- ExplainIgnoredWithContent
- Space
  Required
- Type
  Required
- Search phrase
- Title
  Required
- Body
  Required
- Parent Page
Action
Search or 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
Try It
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
- Site
  Required
- Space
- Type
Trigger
Polling
Try It
- Site
  Required
- Space
  Required
- Type
  Required
- Title
  Required
- Body
  Required
- Parent Page
Action
Write
- Site
  Required
- Specific Content ID
- ExplainIgnoredWithContent
- Space
- Type
- Search phrase
Action
Search

About Confluence Cloud

Confluence is where you create, organize and discuss work with your team. This integration connects to cloud-hosted instances of Confluence. Use the 'Confluence Server' app for server-hosted instances.

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Related categories

Team Collaboration

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)

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