Everhour + Redtail CRM

Everhour + Redtail CRM integrations

Create Everhour tasks for new Redtail CRM contacts

Effortlessly stay on top of your Redtail CRM contacts with this seamless automation. When a new contact is created in Redtail CRM, a task will be generated in Everhour, ensuring that you never miss important follow-ups. Say goodbye to manual task entry and boost your team's productivity with this efficient workflow.

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

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More things you can do with Redtail CRM and Everhour

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

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
New Project
Triggers when a new project created.
Trigger
Instant
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New Task
Triggers when a new task created.
Trigger
Instant
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Timer Started
Triggers when a timer is started. Timer should be with a task.
Trigger
Instant
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- Name
  Required
- Project ID(s)
- Business Details
- Default Discount, %
- Default Tax Rate, %
- Due Terms
Action
Write
- Project
  Required
- Section Name
  Required
Action
Write
- Project
  Required
- Section
- Task Name
  Required
- Labels
- Tags
- Description
- DueOn
Action
Write
- Project
  Required
- Task
  Required
- Comment
Action
Write
- Project Name
  Required
Action
Search
- Project
  Required
- Section Name
  Required
Action
Search
- Project Name
  Required
- Project Type
  Required
- Assign Members
Action
Search or write
- Project
  Required
- Task Name
  Required
- Section
- Labels
- Tags
- Description
- DueOn
Action
Search or 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
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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
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
List Tags
Lists all tags.
Trigger
Polling
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Task Time Updated
Triggers when time that belongs to a task is added, edited or removed.
Trigger
Instant
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Timer Stopped
Triggers when a running timer is stopped. Timer should be with a task.
Trigger
Instant
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- Project Name
  Required
- Project Type
  Required
- Assign Members
Action
Write
Stop Timer
Stops the current timer.
Action
Write
- Project
  Required
- Task
  Required
- Date
- Time
  Required
- Comment
Action
Write
- Member Name
  Required
Action
Search
- Project Name
  Required
Action
Search
- Project
- Task Name
  Required
Action
Search
- Project
  Required
- Section Name
  Required
Action
Search or write

About Everhour

Everhour is a time tracking software equipped with budgeting, forward resource planning, expenses tracking, visual dashboards and flexible reports.

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Related categories

Time Tracking Software

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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Related categories

CRM (Customer Relationship Management)

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