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Knack + Redtail CRM

Create new Knack records for newly created Redtail CRM contacts

Effortlessly streamline your contact management process with this Redtail CRM and Knack integration. Whenever a new contact is created in Redtail CRM, this workflow will automatically add a record to your Knack app. Stay organized and save time by letting this automation handle the data transfer for you.

Effortlessly streamline your contact management process with this Redtail CRM and Knack integration. Whenever a new contact is created in Redtail CRM, this workflow will automatically add a record to your Knack app. Stay organized and save time by letting this automation handle the data transfer for you.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    KnackKnack
    Create Record

    Creates a new record to your Knack database.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

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

    Activity Updated

    Triggers when an activity is updated in your database.

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

    Contact Deleted

    Triggers when a new contact is deleted in your database.

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

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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knack logo

About Knack

Knack is the easy way to build online databases and applications.
Learn moreHelp

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  • Databases

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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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