Docspo + Redtail CRM

Docspo + Redtail CRM integrations

Create clients in Docspo for new contacts added in Redtail CRM

Effortlessly keep your client documentation in order with this Redtail CRM to Docspo automation. With this workflow, every time a new contact is created in Redtail CRM, a corresponding client will be set up in Docspo, simplifying your process and saving you valuable time. Now you can focus on what's most important - building strong relationships with your clients.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create ClientCreates a new client
ActionWrite

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More things you can do with Redtail CRM and Docspo

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

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
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Trigger
Instant
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Document Expired
Triggers when a document changes status to denied.
Trigger
Instant
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
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- Client type
- Client name
  Required
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document ID
  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
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- 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
Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
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Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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- Document name
  Required
- Template ID
  Required
- Client ID
  Required
Action
Write

About Docspo

Send beautiful documents for eSignature.

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Signatures

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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CRM (Customer Relationship Management)

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