LearningSuite + Redtail CRM

LearningSuite + Redtail CRM integrations

Add new courses to LearningSuite members when Redtail CRM activities are created

Boost your team's professional development with this efficient workflow that connects Redtail CRM and LearningSuite. When a new activity is created in Redtail CRM, this automation will instantly enroll the member in designated courses in LearningSuite, ensuring a seamless process for continuous learning and growth. Enhance your team's skills and productivity with this time-saving integration.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
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Add Courses to MemberAdds Courses to a Member
ActionWrite

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More things you can do with Redtail CRM and LearningSuite

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

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.
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
- Area ID
- Forum ID
- Mentioned User IDs
Trigger
Instant
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New Community Badge
Triggers when a new community badge is created
Trigger
Polling
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- Area ID
- Forum ID
- Publish Status
- Test User ID
Trigger
Instant
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- Course
  Required
Trigger
Instant
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- Course
  Required
Trigger
Instant
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Custom Popup Created
Triggers when a new Custom Popup has been added to the platform
Trigger
Polling
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- Course
- Test User
Trigger
Instant
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Group Created
Triggers when a new Group has been created.
Trigger
Polling
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- Course
- Module
- Lesson
- Test User
- Test Course
- Test Module
- Test Lesson
Trigger
Instant
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New Feedback
Triggers when a user submits a new feedback
Trigger
Instant
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- Course
Trigger
Instant
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Member Created
Triggers when a new member has been added to the platform
Trigger
Polling
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- Member
  Required
- Action
  Required
Action
Write
- User Id
- Bundles
- Access Given Override
- Access Until Override
- Unlimited Access
- Disable Course Access Notification Email
Action
Write
- User
  Required
- Courses
  Required
- Access Date (Default = now)
- Disable Course Access Notification Email
- Login Link in Course Email
Action
Write
- Users
  Required
- Groups
  Required
- Disable Course Access Notification Email
Action
Write
- User ID
  Required
- Date for access check
Action
Write
- Group Name
  Required
Action
Write
- Hub
  Required
- Members
- Groups
- Bundles
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
- Language
Action
Write
- User
  Required
Action
Write
- Offset
- Limit
Action
Write
- Area ID
- Forum ID
- Order
- Limit
- Offset
Action
Write
- Offset
- Limit
- Include Progress
- Course
  Required
Action
Write
- Member ID
  Required
- Course ID
  Required
Action
Write
- Limit
- Offset
Action
Write
- Member
  Required
- Course
  Required
- Date for access check
Action
Write
- User
  Required
- Community Badge IDs
  Required
Action
Write
- Hub
  Required
- Members
- Groups
- Bundles
Action
Write
- Link URL
  Required
- Users
- Groups
- Title
- Body Text
- Image URL
Action
Write
- Course
  Required
- User
  Required
- New Module Access
  Required
Action
Write
- First name
- Last name
- Phone
- About
- Position
- City
- Enabled
- User
  Required
- Email
- Locale
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- Include Groups
Action
Search
- Group Name
  Required
- Include Users
Action
Search or 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.
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
Bundle Created
Triggers when a new Bundle has been created
Trigger
Polling
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New Community Area
Triggers when a new community area is created
Trigger
Polling
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- Area ID
Trigger
Polling
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- Area ID
- Forum ID
- Approved
- Test User ID
Trigger
Instant
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- Course Progress Above
  Required
- Course
- Test Course
- Test User
Trigger
Instant
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Custom Field Card Created
Triggers when a new custom field card is created. [using polling]
Trigger
Polling
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- Custom Popup ID
- Test User ID
- Interaction Type
Trigger
Instant
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- Course
- Test User
Trigger
Instant
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- Group ID
- Test User ID
- Action
Trigger
Instant
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- Course
  Required
Trigger
Instant
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- Test User
Trigger
Instant
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Team Member Created
Triggers when a new team member (user with admin zone access) has been added to the platform.
Trigger
Polling
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- Not Logged in for Days
  Required
- Include users who have not logged in yet
  Required
Trigger
Polling
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- Group
  Required
- Bundles
  Required
- Disable Course Access Notification Email
Action
Write
- User
  Required
- Community Badge IDs
  Required
Action
Write
- Group
  Required
- Courses
  Required
- Disable Course Access Notification Email
Action
Write
- User ID
  Required
Action
Write
- Area ID
- Forum ID
  Required
- Post ID
  Required
- Author User ID
  Required
- Answer to Comment ID
- Comment Text
  Required
- Enable Webhook Triggering
Action
Write
- Hub Title
  Required
- Internal Name
  Required
- Template
  Required
- Sort Index
  Required
- Publish
  Required
Action
Write
- Course
  Required
- Immediately Publish Course
- Lesson sorting position
- Name
  Required
- Video Url
- HTML content
- Thumbnail URL
- Timestamp in Seconds to Generate the thumbnail
Action
Write
- Group
  Required
Action
Write
- Popup
  Required
- Member
  Required
Action
Write
- Offset
- Limit
- Area ID
Action
Write
- Include never logged in members
- Limit
- Include Groups
- Days not logged in
- Offset
Action
Write
- Course ID
  Required
Action
Write
Get Published Courses
Get all published courses
Action
Write
- User ID
  Required
- Include Groups
Action
Write
- User
  Required
- Bundles
  Required
Action
Write
- User
  Required
- Courses
  Required
Action
Write
- Users
  Required
- Groups
  Required
Action
Write
- Member
  Required
- Popup
  Required
Action
Write
- User
  Required
Action
Write
- Group Name
  Required
- Include Users
Action
Search
- User ID
  Required
Action
Search
- User ID
  Required
- Include Groups
Action
Search
- Email
  Required
- Include Groups
- First Name
  Required
- Last Name
  Required
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
- Language
Action
Search or write

About LearningSuite

Learningsuite is an E-Learning Plattform

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Related categories

Education

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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