ConvergeHub + Redtail CRM

Create ConvergeHub module entries for new Redtail CRM activities

Effortlessly track your Redtail CRM activities in ConvergeHub with this seamless workflow. Whenever a new activity is created in Redtail CRM, an entry is instantly added in the ConvergeHub module, ensuring your records are always up-to-date. Stay organized and save time with this powerful automation.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create Module Entry
Create a new entry in the module
ActionWrite

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Supported triggers and actions

What does this mean?

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
New Account
Triggers when you add a new account.
Trigger
Scheduled
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- Module NameRequired
Trigger
Scheduled
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New Lead
Triggers when you add a new lead.
Trigger
Scheduled
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New Quotes
Triggers when new quotes created.
Trigger
Scheduled
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- Salutation
- First Name
- Last Name
- Description
- Lead Source
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- Salutation
- First Name
- Last Name
- Account Name
- Status
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- API KeyRequired
- API SecretRequired
- Salutation
- First Name
- Last Name
- Account Name
- Status
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
- Custom Field
- Reference Id
- Reference Name
- ConvergeHub Unique Id
- Assigned To
- Comments
Action
Write
- Product IdRequired
- QuantityRequired
- RateRequired
- Tax 1 name
- Tax 2 Value
- Tax 2 Name
- Tax 2 value
- Description
- Currency Code
- Sub TotalRequired
- Grand TotalRequired
Action
Write
- API KeyRequired
- API SecretRequired
- Module NameRequired
- Reference NameRequired
- Reference IdRequired
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
Try It
- 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
New Invoice
Triggers when a new Invoice is created
Trigger
Scheduled
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New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
New Event
Triggers when you add a new event.
Trigger
Scheduled
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New Target
Triggers when you add a new target.
Trigger
Scheduled
Try It
- NameRequired
- Account Type
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Billing Address Street
- Billing Address Street 2
- Billing Address City
- Billing Address State
- Billing Address Postal Code
- Billing Address Country
- Shipping Address Street
- Shipping Address Street 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postal Code
- Shipping Address Country
Action
Write
- Type
- NameRequired
- Location
- Priority
- Start Date
- End Date
- Status
- Description
Action
Write
- Module NameRequired
Action
Write
- Salutation
- First Name
- Last Name
- Description
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- Product IdRequired
- QuantityRequired
- RateRequired
- Tax 1 name
- Tax 2 Value
- Tax 2 Name
- Tax 2 value
- Description
- Currency Code
- Sub TotalRequired
- Grand TotalRequired
Action
Write

About ConvergeHub

ConvergeHub is a new-age converged CRM software that functions as a comprehensive Business Management solution. It manages Sales, Marketing, Support and Billing from within its full-featured and easy-to-use platform. It is ideally suited for fast-growing small to medium businesses, in need for a single broad application rather than multiple standalone systems.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

ConvergeHub + Redtail CRM

Create ConvergeHub module entries for new Redtail CRM activities

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

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

Update Activity

IDRequired

Subject

Description

Activity Type

Activity Category

Start Date

End Date

All Day

Location

Priority

Importance

Update Opportunity

IDRequired

Name

Description

Assigned To

Stage

Email Address

Projected Revenue

Actual Revenue

Probability

Amount

Close Date

Opportunity Type

New Account

New Module Entry

Module NameRequired

New Lead

New Quotes

Create Contact

Salutation

First Name

Last Name

Description

Lead Source

Email

Phone

Primary Address Street

Primary Address Street 2