My Web Audit + Redtail CRM

My Web Audit + Redtail CRM integrations

Create audits in My Web Audit for new activities in Redtail CRM

Effortlessly maintain accurate records and streamline your auditing process with this workflow. Whenever a new activity is created in Redtail CRM, it instantly triggers an audit run in My Web Audit. This automation keeps your audits up-to-date, allowing you to focus on important tasks without spending time manually updating your records.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
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Run AuditRuns a new audit.
ActionWrite

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More things you can do with Redtail CRM and My Web Audit

Discover other triggers and actions you can use with Redtail CRM and My Web Audit

Activity Created
Triggers when a new activity is created in your database.
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Activity Updated
Triggers when an activity is updated in your database.
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Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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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.
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
Audit Email Read
Triggers when the user reads the email the first time.
Trigger
Polling
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Audit Report Read
Triggers when the user views the report the first time.
Trigger
Polling
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Audit Widget Submission
Triggers when a user submits the audit widget form on your website.
Trigger
Polling
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- Name
- Company Name
- Email
  Required
- Phone
- Template Token
- Website URL
  Required
- Primary Target Keyword
- Enable Competitive Analysis
  Required
- Competitor 1 Website URL
- Competitor 2 Website URL
- Automatically Run System Checks
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Primary Keyword
  Required
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Target Address
  Required
- Distance Between Grid Points
  Required
- Distance Type
  Required
- Competitor Company Name 1
  Required
- Competitor Website URL 1
  Required
- Competitor Primary Target Address 1
- Competitor Company Name 2
- Competitor Website URL 2
- Competitor Primary Target Address 2
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Primary Keyword
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Service Area
  Required
- Distance Between Grid Points
  Required
- Distance Type
  Required
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword Phrase
  Required
- Name
- Email
- Phone
- Primary Service Area
  Required
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
- Name
- Email
- Phone
- Monthly Website Visitors
  Required
- Monthly Leads Generated
  Required
- Qualified Leads (%)
  Required
- Successful Customers (%)
  Required
- Average Transaction Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
  Required
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Name
- Email
- Phone
- Average Monthly Website Visitors
  Required
- Monthly Sales Generated
  Required
- Average Sale Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- Language
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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Contact Created
Triggers when a new contact is created in your database.
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Contact Updated
Triggers when an existing contact is updated in your database.
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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
Add New Task
Triggers when a new To-Do task is added to your account.
Trigger
Polling
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Audit Email Sent
Triggers when an email has been sent for the audit the first time.
Trigger
Polling
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Audit Submission
Triggers when a new audit generated including the company profile.
Trigger
Polling
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Lead Widget Submission
This trigger will be triggered when a lead widget submission occurs in your My Web Audit account.
Trigger
Polling
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- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword Phrase
- Name
- Email
- Phone
- Primary Service Area
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Landing Page URL
  Required
- Name
- Email
- Phone
- Location
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Primary Service Area
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
- Name
- Email
- Phone
- Average Monthly Website Visitors
  Required
- Number of Monthly Sales Generated
  Required
- Average Sale Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
  Required
Action
Write
- Company Name
  Required
- Keyword
  Required
- Name
- Email
- Phone
- Primary Service Area
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Name
- Email
- Phone
- Monthly Website Visitors
  Required
- Monthly Leads Generated
  Required
- Qualified Leads (%)
  Required
- Successful Customers (%)
  Required
- Average Transaction Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
- Language
  Required
Action
Write

About My Web Audit

My Web Audit is an audit and reporting tool to help agencies generate more leads and close more deals.

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Related categories

Marketing Automation

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier