LearnUpon + Redtail CRM

LearnUpon + Redtail CRM integrations

Create LearnUpon portal invites from new Redtail CRM activities

Speed up your onboarding process by automating invites to your LearnUpon portal whenever a new activity is created in Redtail CRM. This workflow instantly sends out portal invites, ensuring your clients and team members can access your training materials without any delay. Save time and improve your users' experience with this seamless and efficient integration between Redtail CRM and LearnUpon.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
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Create a New Portal InviteYou can use this action to invite users to your portal.
ActionWrite

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More things you can do with Redtail CRM and LearnUpon

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

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
- Email
  Required
- Username
- Course Name
- Re-enroll if already completed
- Course ID
Action
Write
- Group ID
  Required
- User ID
  Required
- Process Enrollments
Action
Write
- Email
  Required
- Username
- First Name
- Last Name
- Password
- Must Change Password
- Language
- Account Expires
- Login Enabled
- User Type
  Required
- Can Enroll Learners on Courses
- Can Mark Learners Complete on Courses
- Can Edit Courses
- Can Create Courses
- Membership Type
- Salesforce Contact ID
- Salesforce User ID
Action
Write
- Email of the User
  Required
Action
Search
- Email
  Required
- Username
- First Name
- Last Name
- Password
- Must Change Password
- Language
- Account Expires
- Login Enabled
- User Type
  Required
- Can Enroll Learners on Courses
- Can Mark Learners Complete on Courses
- Can Edit Courses
- Can Create Courses
- Membership Type
- Salesforce Contact ID
- Salesforce User ID
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
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
Try It
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
Enrollment Completion Trigger
Triggers when a learner completes a course in LearnUpon.
Trigger
Instant
Try It
- Title
  Required
- Description
- SSO Sync.
Action
Write
- Email
  Required
- Username
- First Name
- Last Name
- Account Expires
- Group ID
- Salesforce Contact ID
- Salesforce User ID
- User Type
Action
Write
- Title of the Group
  Required
Action
Search
- Title
  Required
- Description
- SSO Sync.
Action
Search or write

About LearnUpon

LearnUpon is an enterprise learning management system (LMS) that fuels business’s employee, partner, and customer success through training.

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Related categories

Online Courses

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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Related Zap Templates

Create LearnUpon portal invites for new Redtail CRM contacts

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Create LearnUpon users from new Redtail CRM activities