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Manychat + Redtail CRM

Update Manychat custom fields when Redtail CRM contacts are edited

Keep your Manychat contacts updated with this Redtail CRM and Manychat workflow. When a contact is updated in Redtail CRM, this automation sets a custom field in Manychat, ensuring that your contact data stays consistent across both platforms. Save time and streamline your contact management process with this seamless integration.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Set Custom FieldAdds or updates a custom field value for a user.
ActionWrite

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More things you can do with Redtail CRM and Manychat

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

Activity Created
Triggers when a new activity is created in your database.
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Activity Updated
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Polling
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
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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
- Keywords
- 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
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write
Chat Opened
Triggers when a chat is opened with a user.
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New Order Paid
Triggers when a user has purchased an order.
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Instant
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- Custom Field
  Required
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Instant
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- User
  Required
- Tag
  Required
Action
Write
- User
  Required
- Tag
  Required
Action
Write
- User
  Required
- Content
  Required
Action
Write
- User
  Required
- Custom Field
  Required
- Value
  Required
Action
Write
- User
  Required
- Sequence
  Required
Action
Write
- Custom Field
  Required
Action
Search
- Name
  Required
Action
Search

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.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
Search or write
- Event
  Required
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Instant
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New Subscriber
Triggers when a user subscribes to your page.
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- Tag
  Required
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- First Name
- Last Name
- Phone
- WhatsApp Phone
- Email
- Gender
- Has_opt_in_sms
- Has_opt_in_email
- Consent_phrase
Action
Write
- User
  Required
- Message tag
- Json dynamic message
  Required
Action
Write
- User
  Required
- Message tag
- Message text
  Required
Action
Write
- User
  Required
- Sequence
  Required
Action
Write
- Order ID
  Required
Action
Search
- User ID
  Required
Action
Search

About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.

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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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