Onfleet + Redtail CRM

Create Onfleet tasks for new Redtail CRM contacts

Effortlessly manage your tasks with this Redtail CRM and Onfleet integration. When a new contact is created in Redtail CRM, a task will be created in Onfleet, ensuring that your team is always up-to-date with the latest client information. Stay organized and improve efficiency with this seamless automation.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create TaskCreates a pickup or dropoff task.
ActionWrite

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More things you can do with Redtail CRM and Onfleet

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

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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- Linked To
Trigger
Polling
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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
- 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
- Name
  Required
Trigger
Instant
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- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
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- Delay
  Required
- Name
  Required
Trigger
Instant
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- Name
  Required
- ETA Threshold
  Required
Trigger
Instant
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- Name
  Required
Trigger
Instant
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- Name
  Required
Trigger
Instant
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- Order ID
  Required
Action
Write
- Pickup Recipient
  Required
- Dropoff Recipient
  Required
- Pickup Address Line 1
  Required
- Pickup Address Line 2
- Pickup Address City
  Required
- Pickup Address State
- Pickup Address Post Code / ZIP
- Pickup Address Country
  Required
- Pickup Details
- Pickup Signature Requirement
- Pickup Photo Requirement
- Pickup Notes Requirement
- Dropoff Address Line 1
  Required
- Dropoff Address Line 2
- Dropoff Address City
  Required
- Dropoff Address State
- Dropoff Address Post Code / ZIP
- Dropoff Address Country
  Required
- Dropoff Details
- Dropoff Signature Requirement
- Dropoff Photo Requirement
- Dropoff Notes Requirement
- Complete After Timestamp
- Complete Before Timestamp
- Quantity
Action
Write
- Merchant
  Required
- Executor
  Required
- Pickup Recipient
  Required
- Dropoff Recipient
  Required
- Location Coordinates
  Required
- Task Link Order
  Required
- Assignment
  Required
- Quantity
- Service Time
- Minimum Age Requirement
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- Order ID
  Required
- Pickup Recipient
  Required
- Pickup Details
- Pickup Signature Requirement
- Pickup Photo Requirement
- Pickup Notes Requirement
- Dropoff Recipient
  Required
- Dropoff Details
- Dropoff Signature Requirement
- Dropoff Photo Requirement
- Dropoff Notes Requirement
- Quantity
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 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
- 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
- Name
  Required
- Distance
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Order ID
  Required
Action
Write
- Merchant
  Required
- Executor
  Required
- Task Type
  Required
- Task Recipient
  Required
- Location Coordinates
  Required
- Assignment
  Required
- Dependency
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
- Custom Fields
Action
Write
- Merchant
  Required
- Executor
  Required
- Recipient Name
  Required
- Recipient Phone
  Required
- Recipient Notes
- Longitude
- Latitude
- Address Line 1
  Required
- Address Line 2
- Address City
  Required
- Address State / Province
  Required
- Address Post Code / Zip
  Required
- Address Country
  Required
- Task Details
- Complete After Timestamp
- Complete Before Timestamp
- Task Type
  Required
- Assignment
  Required
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
Write

About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

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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

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CRM (Customer Relationship Management)

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