LearningSuite + Redtail CRM

LearningSuite + Redtail CRM integrations

Create LearningSuite members from new Redtail CRM activities

Effortlessly streamline your Redtail CRM and LearningSuite processes with this seamless workflow. When a new activity is created in Redtail CRM, this automation will simultaneously create a member in the LearningSuite app. Save time and ensure data consistency between the two platforms, allowing you to focus on more important tasks.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create MemberCreates a Member with Email, Firstname and Lastname and sends out the Login information to the 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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