Passion.io + Redtail CRM

Passion.io + Redtail CRM integrations

Create orders in Passion.io for new contacts created in Redtail CRM

Effortlessly streamline your customer management and order creation process with this Redtail CRM and Passion.io integration. Whenever a new contact is created in Redtail CRM, an order will be generated in Passion.io, ensuring a seamless transition from lead to customer. Save time and stay organized by automating these tasks and focusing on what matters most – growing your business.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create OrderCreates an Order
ActionWrite

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More things you can do with Redtail CRM and Passion.io

Discover other triggers and actions you can use with Redtail CRM and Passion.io

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
- Post
Trigger
Instant
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New Chat Message
A user sent a message
Trigger
Instant
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- Plan
Trigger
Instant
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- Email address
  Required
- Products (Plan IDs)
  Required
Action
Write
- Community ID
  Required
- Channel ID (Post ID)
  Required
- Message
  Required
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
Account Created
New user appeared in the users list
Trigger
Instant
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- Lesson
Trigger
Instant
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- Plan
Trigger
Instant
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- Tracking ID
Trigger
Instant
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- Email address
  Required
- First Name
- Last Name
- Phone
- Address
- Zip Code
- City
- State
- Country
  Required
- Products (Plan IDs)
  Required
- Amount (sales price in cents)
  Required
Action
Write
- User ID
  Required
- Message
  Required
Action
Write

About Passion.io

Passion.io is a platform that turns your content or skills into your own mobile apps that sell.

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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.