Formatter by Zapier + Redtail CRM

Create formatted texts for new Redtail CRM contacts with Formatter by Zapier

Effortlessly keep track of new contacts in your Redtail CRM with this seamless workflow. When a new contact is created within Redtail CRM, this automation processes their information using Formatter by Zapier, resulting in a clear and organized text format. Save time on manual data entry and improve your contact management system with this efficient solution.

Effortlessly keep track of new contacts in your Redtail CRM with this seamless workflow. When a new contact is created within Redtail CRM, this automation processes their information using Formatter by Zapier, resulting in a clear and organized text format. Save time on manual data entry and improve your contact management system with this efficient solution.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier
redtailcrm logo
redtailcrm logo

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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier