PassKit Membership + Redtail CRM

PassKit Membership + Redtail CRM integrations

Create PassKit Membership members from new Redtail CRM activities

Effortlessly maintain your membership records with this Redtail CRM and PassKit Membership automation. When a new activity is created in Redtail CRM, this workflow enrolls a member in PassKit Membership, ensuring seamless communication and engagement with your members. Keep everything organized and enhance your member experience without the need for any manual work.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Enrol MemberTriggers when a new member enrols into a membership program.
ActionWrite

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More things you can do with Redtail CRM and PassKit Membership

Discover other triggers and actions you can use with Redtail CRM and PassKit Membership

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
- Program Id
  Required
Trigger
Instant
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- Program Id
  Required
Trigger
Instant
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- PassKit Generated Member Id (22 characters)
- Program Id
  Required
- External Id
- Tier Id
  Required
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Address
- Latitude
- Longitude
- Altitude
- External Event Id
- External Device Id
- External Service Id
- Notes
- Mata Data Key
- Mata Data Value
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Secondary Points
- Tier Points
Action
Write
- Program Id
  Required
- External Id
  Required
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Last Name
- First Name
- Full Name
- Suffix
- Salutation
- Gender
- Date of Birth
- Email Address
- Mobile Number
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Reset Points
- Secondary Points
- Reset Secondary Points
- Tier Points
- Reset Tier Points
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Expiry Date
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
Try It
- 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
- Program Id
  Required
Trigger
Instant
Try It
- Program Id
  Required
Trigger
Instant
Try It
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Secondary Points
- Tier Points
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Address
- Latitude
- Longitude
- Altitude
- External Event Id
- External Device Id
- External Service Id
- Notes
- Mata Data Key
- Mata Data Value
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
Action
Write
- Program
  Required
- Tier
  Required
Action
Write
- PassKit Generated Member Id (22 characters)
  Required
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Protocol
  Required
- Alternative Email
Action
Write
- Program
  Required
- Tier
  Required
- Id
Action
Write

About PassKit Membership

PassKit Membership lets you manage your membership programs and passes for Apple Wallet and Google Pay

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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.