Eventee + Redtail CRM

Eventee + Redtail CRM integrations

Create Eventee attendees from new Redtail CRM activities

Effortlessly keep your events organized with this Redtail CRM and Eventee workflow. When a new activity is created in Redtail CRM, an attendee invite will be sent via Eventee. Stay on top of your event planning by connecting these two powerful tools, and ensure a smooth and timely coordination of your attendees.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Invite AttendeeInvites a new attendee to your event in Eventee.
ActionWrite

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More things you can do with Redtail CRM and Eventee

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

Activity Created
Triggers when a new activity is created in your database.
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Instant
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Activity Updated
Triggers when an activity is updated in your database.
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Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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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
New Attendee
Triggers when an imported or invited attendee joins your event in Eventee.
Trigger
Instant
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New Registration
Triggers when registration for you event is created in Eventee.
Trigger
Instant
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- Email
  Required
- First name
- Last name
- Photo url
- Phone
- Biography
- Web page link
- Facebook profile url
- Twitter profile url
- LinkedIn profile url
- Job position
- Company
- Send email
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
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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
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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
Check-In Changed
This is triggered when any attendees check-in status is changed.
Trigger
Instant
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Attendee Invitation
Triggers when an attendee is imported or invited to your event in Eventee.
Trigger
Instant
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RSVP Answered
Triggers when guest fills RSVP request.
Trigger
Instant
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- Email
  Required
- First name
- Last name
- Photo url
- Phone
- Biography
- Web page link
- Facebook profile url
- Twitter profile url
- LinkedIn profile url
- Job position
- Company
- Send email
Action
Write

About Eventee

Eventee is an intuitive mobile and web app that enhances attendee experience and engagement at in-person, virtual or hybrid events.

HelpHelp

Related categories

Event Management

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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Update Eventee attendees when Redtail CRM contacts are updated

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Update Eventee attendees when Redtail CRM contacts are updated