ConvertAPI PDF Tools + Redtail CRM

ConvertAPI PDF Tools + Redtail CRM integrations

Create and convert files in ConvertAPI PDF Tools when new activities are added to Redtail CRM

Effortlessly manage your document conversions with this Redtail CRM and ConvertAPI PDF Tools workflow. With this automation, every time you create a new activity in Redtail CRM, a related document will be converted using the ConvertAPI PDF Tools file conversion service. Streamline and optimize your document handling process, saving you valuable time and resources.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Advanced: Convert FileConverts a file to the specified format.
ActionWrite

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More things you can do with Redtail CRM and ConvertAPI PDF Tools

Discover other triggers and actions you can use with Redtail CRM and ConvertAPI PDF Tools

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
- File
  Required
- Output FileName
- Convert Header
- Convert Attachments
- Page Size
Action
Write
- File
  Required
- Password
- Output FileName
Action
Write
- File
  Required
- Password
- Output FileName
- Wysiwyg
- Enable Ocr
- Ocr Language
Action
Write
- File
  Required
- Password
- Output FileName
- PdfaVersion
  Required
Action
Write
- File
  Required
- Password
- Output FileName
- Enable Ocr
- Ocr Language
Action
Write
- File
  Required
- Preset by regulation type
  Required
- Personally Identifiable Information (PII)
- Patient Health Information (PHI)
- Financial Data
- Legal and Contractual Data
- Confidential
- Redaction data
- Password
- Output FileName
Action
Write
- File
  Required
- Password
- Output FileName
- Include Formatting
- Single Sheet
- Enable Ocr
- Ocr Language
Action
Write
- Url
  Required
- Output file name
- Page Size
- Page Orientation
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
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
- File
  Required
- Convert from
- Convert to
  Required
Action
Write
- Files
  Required
- Output FileName
- Page Size
- Page Orientation
- Margin Horizontal
- Margin Vertical
Action
Write
- File
  Required
- Password
- Compression Presets
  Required
- Output FileName
Action
Write
- Files
  Required
- Password
- Output FileName
- Page Size
- Page Orientation
- Bookmarks Toc
Action
Write
- File
  Required
- Password
- Output FileName
- Image Resolution
- Image Height
- Image Width
Action
Write
- File
  Required
- Protect With Password
- Output FileName
Action
Write
- File
  Required
- Password
- Output FileName
Action
Write
- Url
  Required
- Output file name
- Image Height
- Image Width
Action
Write
- Url
  Required
- Output file name
- Image Height
- Image Width
Action
Write

About ConvertAPI PDF Tools

ConvertAPI PDF Tools is a file automation service to convert PDFs, images and Office files, plus merge, split, compress, OCR and AI redact.

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Related categories

File Management & Storage

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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