Discord + Redtail CRM

Discord + Redtail CRM integrations

Create Redtail CRM activities for new Discord message reactions

Stay on top of your customer interactions by connecting Discord and Redtail CRM with this efficient workflow. Whenever a new message reaction happens in Discord, an activity will be created in Redtail CRM. Save time and enhance your CRM accuracy by automating the process without any manual input.

When this happens...
New Reaction on MessageTriggers when a new Reaction is added to a Message.
TriggerPolling
automatically do this!
Create ActivityCreates a new activity in your database.
ActionWrite

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More things you can do with Discord and Redtail CRM

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

- Channel
  Required
Trigger
Polling
Try It
- Channel type
  Required
- Emoji
- Limitation_notice
Trigger
Polling
Try It
- Forum Channel
- Ignore previously archived Posts?
  Required
Trigger
Polling
Try It
Role Assigned to User
Triggers when a role is assigned to a user.
Trigger
Polling
Try It
- Forum Channel
  Required
- Post name
  Required
- Initial message content
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write

- Channel
  Required
- New Name
  Required
Action
Write
- Dm_bot_info
- User
  Required
- Message Text
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Username
  Required
Action
Search
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
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

New User Added
Triggers when a new user joins the Discord Server.
Trigger
Polling
Try It
- Forum Channel
  Required
Trigger
Polling
Try It
- Channel type
  Required
- Member
Trigger
Polling
Try It
- User
  Required
- Role
  Required
Action
Write
- User
  Required
- Role
  Required
Action
Write
- Channel
  Required
- Message Text
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
- File Attachments
- Filename for Attachments
Action
Write
- Forum Channel
  Required
- Forum Post
  Required
- Message content
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel Name
  Required
Action
Search
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
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
Try It
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

About Discord

Discord is an all-in-one voice and text chat for gamers.

HelpHelp

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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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