Oneflow + Redtail CRM

Oneflow + Redtail CRM integrations

Create contracts in Oneflow from new activities in Redtail CRM

Effortlessly manage your contracts with this seamless workflow between Redtail CRM and Oneflow. When a new activity is created in Redtail CRM, this automation will generate a contract in Oneflow, streamlining your documentation process and allowing you to focus on valuable client relationships. Save time and maintain accuracy with this efficient integration between two powerful platforms.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create ContractCreate a new Oneflow contract
ActionWrite

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More things you can do with Redtail CRM and Oneflow

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

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
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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
- Oneflow user performing this action
  Required
- Contract ID
  Required
- Participant type
  Required
- Information box
- Participant name
  Required
Action
Write
- Oneflow user performing this action
  Required
- Contract ID Info
- Contract ID
  Required
- Product Table ID Info
- Product table ID
  Required
- Product name
  Required
- Product description
- Base price 1
- Price 1 discount
- Base price 2
- Price 2 discount
- Quantity type
- Quantity value
  Required
- Information box
- Lock for counterparties
Action
Write
- Oneflow user performing this action
  Required
- Contract ID
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Oneflow user performing this action
  Required
- Contract ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
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
- Trigger when contract status changed to
  Required
Trigger
Instant
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- Oneflow user performing this action
  Required
- File name
- File
  Required
- Information box
- Contract ID
  Required
- Upload as
  Required
Action
Write
- Contract ID
  Required
- Information box
- Additional fields to retrieve
Action
Write
- Oneflow user performing this action
  Required
- Contract name
- Add an external link?
  Required
Action
Write
- Contract ID
  Required
Action
Write

About Oneflow

Oneflow is a digital platform that automates entire contract process from creating, signing and sending.

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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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Related categories

CRM (Customer Relationship Management)

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