Jasmin + Redtail CRM

Jasmin + Redtail CRM integrations

Create and update Jasmin contacts for every new Redtail CRM contact

Effortlessly maintain your contact information up-to-date between Redtail CRM and Jasmin with this seamless workflow. Once a new contact is created in Redtail CRM, the automation ensures their details are instantly added or updated in Jasmin, saving you time while ensuring consistent and accurate contact management across both platforms.

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

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More things you can do with Redtail CRM and Jasmin

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

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
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
- Subscription
  Required
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
- Prefix
- Item Code
  Required
- Description
  Required
- Complementary Description
- Tax Schema
- Barcode
- Image URL
Action
Write
- Subscription
  Required
- Natural Key
- Currency
- Contact Type
  Required
- Name
  Required
- Birthdate
- Gender
- Street Name
- Building Number
- Postal Zone
- City Name
- Country Code
- Electronic Mail
- Business Telephone
- Home Telephone
- Mobile
- Facebook URL
- Website URL
- Linkedin URL
- Picture URL
- Picture Thumbnail URL
- Notes
- Company Tax ID
Action
Write
- Subscription
  Required
- Order Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Product Code
  Required
- Product Parent Code
- Warehouse
- Product Name
  Required
- Product Quantity
  Required
- Product Price
  Required
- Product Currency
- Item Discount
- Product Unit
  Required
- Product TAX
  Required
- Remove VAT
- Total Shipping Paid
- Shipping Item
- Shipping Description
- Notes
Action
Write
- Subscription
  Required
- Company
  Required
- Document Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
  Required
- Serie
- Discount
- Price List
- Product Code
  Required
- Product Name
  Required
- Warehouse
  Required
- Product Quantity
  Required
- Product Unit
  Required
- Product Unit Price
  Required
- Accounting Party
- Exchange Rate
- Loading Date Time
  Required
- Loading Country
  Required
- Loading Postal Zone
- Loading City Name
- Loading Street Name
- Loading Building Number
- Unloading Date Time
  Required
- Unloading Country
  Required
- Unloading Postal Zone
- Unloading City Name
- Unloading Street Name
- Unloading Building Number
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
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
- Prefix
- Subscription
  Required
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
- Prefix
- Entity Code
  Required
- Customer Group
- Contact Type
  Required
- Name
  Required
- Birthdate
- Gender
- Street Name
- Building Number
- Postal Zone
- City Name
- Country Code
- Electronic Mail
- Business Telephone
- Home Telephone
- Mobile
- Currency
- Payment Mehtod
- Payment Term
- Delivery Term
- Facebook URL
- Website URL
- Linkedin URL
- Picture URL
- Notes
- Company Tax ID
Action
Write
- Subscription
  Required
- Company
  Required
- Document Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Reference
- Price List
- Product Code
  Required
- Product Name
  Required
- Warehouse
- Product Quantity
  Required
- Product Price
  Required
- Product Price Division Factor
- Product Currency
- Item Discount
- Product Unit
  Required
- Product TAX
  Required
- Billing Name
- Billing Tax ID
- Billing Address
- Total Shipping Paid
- Shipping Description
- Shipping TAX
- Remarks
Action
Write
- Subscription
  Required
- Company
  Required
- Order Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Reference
- Price List
- Product Code
  Required
- Product Name
  Required
- Warehouse
- Product Quantity
  Required
- Product Price
  Required
- Product Price Division Factor
- Product Currency
- Item Discount
- Product Unit
  Required
- Product TAX
  Required
- Billing Name
- Billing Tax ID
- Billing Address
- Total Shipping Paid
- Shipping Item
- Shipping Description
- Remarks
Action
Write

About Jasmin

Jasmin is a Cloud Management Software by PRIMAVERA BSS that allows you to track your business any time and anywhere. Jasmin allows you to manage sales, payments, stocks, receipts, orders, etc., offering you KPIs and tips for your business.

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Related categories

Accounting

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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