Paycove + Redtail CRM

Paycove + Redtail CRM integrations

Create invoices / quotes in Paycove for new activities in Redtail CRM

Effortlessly generate invoices or quotes in Paycove whenever a new activity is created in Redtail CRM with this streamlined workflow. Once set up, this automation triggers each time an activity is added in Redtail CRM and then creates an invoice or quote based on the selected options in Paycove. Save time and stay organized with this seamless integration between Redtail CRM and Paycove.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create Invoice / QuoteCreates an invoice or quote and contact (and optional organization).
ActionWrite

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More things you can do with Redtail CRM and Paycove

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

Activity Created
Triggers when a new activity is created in your database.
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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
Invoice Paid
Triggers when an invoice is paid or marked paid by admin.
Trigger
Instant
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Quote Accepted
Triggers when the quote was accepted by user or marked accepted by admin.
Trigger
Instant
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- Quote or Invoice
  Required
- Name
  Required
- Contact Id
- Contact Name
- Contact Email
- Organization Id
- Organization Name
- Organization Street Address
- Organization City
- Organization State or Region
- Organization Country
- Organization Postal Code
- Name
  Required
- SKU
- Quantity
  Required
- Price
  Required
- Tax
- Amount off
- Percent off
- Description
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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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
Deal Created
Triggers when a new invoice or quote is added to Paycove.
Trigger
Instant
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Partial Payment Paid
Triggers when a scheduled payment is paid by customer or marked paid by admin.
Trigger
Instant
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Manually Send Deal
Triggers when deal is manually pushed from Paycove.
Trigger
Instant
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About Paycove

Paycove is a quoting, invoicing, and payments platform.

HelpHelp

Related categories

Proposal & Invoice Management

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)

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