Prima.Law + Redtail CRM
Create new Prima.Law contacts from newly created Redtail CRM contacts
Effortlessly manage your contacts across Redtail CRM and Prima.Law with this streamlined workflow. When a new contact is created in Redtail CRM, this automation creates a new contact in Prima.Law, keeping both platforms up-to-date and ensuring consistency. Save time and eliminate manual data entry, so you can focus on building and maintaining valuable client relationships.
Effortlessly manage your contacts across Redtail CRM and Prima.Law with this streamlined workflow. When a new contact is created in Redtail CRM, this automation creates a new contact in Prima.Law, keeping both platforms up-to-date and ensuring consistency. Save time and eliminate manual data entry, so you can focus on building and maintaining valuable client relationships.
- When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create New ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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Activity Created
Triggers when a new activity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Deleted
Triggers when a new contact is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Created
Triggers when a new opportunity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
Last NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Subject
Description
Activity Type
Activity Category
Start Date
End Date
All Day
Location
Priority
Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Name
Description
Assigned To
Stage
Email Address
Projected Revenue
Actual Revenue
Probability
Amount
Close Date
Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Case Checklist Completed
Trigger when a checklist item is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Case Status Change
Trigger when case status change (from open to closed or from closed to open).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed Task
Trigger when a task is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Advance Parole
Trigger when a new Advance Parole is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Case
Trigger when a new case is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Criminal History
Trigger when a new Criminal History is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Educational History
Trigger when a new Educational History is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Marriage History
Trigger when a new Marriage History is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Passport
Trigger when a new passport is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Phone Call
Trigger when a new phone call is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Transaction
Trigger when a new transaction is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New US Entry
Trigger when a new US Entry is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reassigned Task
Trigger when a task is reassigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Address
Trigger when a new address is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Trigger when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update EAD
Trigger when a new EAD is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Family Member
Trigger when a new Family Member is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Note
Trigger when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Phone Number
Trigger when a phone is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update US Entry
Trigger when a new US Entry is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
TitleRequired
Start dateRequired
End dateRequired
All dayRequired
Location
Attendees
Description
Recurring events compatibility mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Contact IdRequired
Case Type Id
Area
Case Status
Beneficiary
Practice Area
Payment Type
Reciept Number
Dropbox Folder
Attorney
Attorney Type
Plantiff
Plantiff Type
Filling
Filling Type
Court
Number
Matter of
Filling Date
Defendat Type
Defendant
Judge
Plantiff Client
Defendant Client
Prosecutor
Fcourt
Expire Date
Primary Paralegal Id
Secondary Paralegal Id
Secondary Attorney Id
Retainer Amount
Amount Paid Today
Attorney Hourly Rate
Paralegal Hourly Rate
Paid Every X Days
First Payment Day
Last Payment Day
File Copy Amount
Complete Date Goal
Regular Payment Amount
Number of Payments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Body
Case Id
Contact IdRequired
Regarding
Regarding Type
Date
Visible On Client Portal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
NumberRequired
Annotation
Best time to call
TypeRequired
Active Type
Country Area Code
Ext
Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Title
Start date
End date
All day
Timezone
Location
Attendees
Description
Recurring events compatibility mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Search termRequired
Start time
End time
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendarRequired
Search termRequired
Start time
End time
TitleRequired
Start dateRequired
End dateRequired
All dayRequired
Location
Attendees
Description
Recurring events compatibility mode
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a new contact is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when an existing contact is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
Start DateRequired
End DateRequired
All DayRequired
Activity Type
Activity Category
Location
Description
Email Address
Priority
Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Assigned To
Stage
Email Address
Projected Revenue
Actual Revenue
Probability
Amount
Close Date
Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned Task
Trigger when a task is assigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Case Flows Completed
Trigger when a flow item is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Commented Task
Trigger when a task is commented.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Address
Trigger when a new address is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Event
Trigger when a new calendar event is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Trigger when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New EAD
Trigger when a new EAD is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Family Member
Trigger when a new Family Member is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Trigger when a note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Phone Number
Trigger when a new phone is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Trigger when a new task is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Travel History
Trigger when a new travel history is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Visa History
Trigger when a new visa history is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Travel History
Trigger when a new travel history is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Case
Trigger when a case is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Criminal History
Trigger when a new Criminal History is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Educational History
Trigger when a new Educational History is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Marriage History
Trigger when a new Marriage History is update
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Passport
Trigger when a new passport is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Phone Call
Trigger when phone call is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Visa History
Trigger when a new visa history is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Name
AddressRequired
Line 2
Is apt/ste/flr
Apt Ste Flr Number
Foreign
Mailing
Primary
Current
Contact IdRequired
order
CityRequired
State
Country
zip Code
Postal Code
In Care Of
Foreign Province
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Middle Name
Email
Birth Date
Notifications
Potencial Client
Subcontact Id
Is Subcontact
Others Names Used
Social Security Number
Alien Number
POB City
POB State
POB Country
Marriage Date
Marriage Place
Spouse First Name
Spouse Last Name
Spouse Dob
Spouse Place Of Birth
Spouse Social Security Number
Spouse Alien
Spouse Others Names
i94
Passport Number
Passport Country
Current Immigration Status
Marital Status
Place Of Last Entry To Us
Date Of Last Entry To Us
Citizenship
cr Exp
lpr Exp
elis
nvc Dos Case Num
Sex
Company Name
pd Family Petition Date
pd Family Petition Country
pd Family Petition Category
pd Employment Date
pd Employment Petition Country
pd Employment Petition Category
pb Remove From Report
Dropbox Folder
Relationship
related Contact Id
Occupation
Salutation
Driver Licence
Nationality
ClanTribeName
Native Lang Name
Active
i94 Passport
i94 Passport Country
i94 Number
i94 ArrivalDate
i94admitUntil
i94 Class Of Admission
Company Irs Tax Id
Company Business Type
Company Naics
Company Year Established
Company Total Number Employees
Company Us Number Employees
Cmpany Gross Annual Income
Company Net Annual Income
Is Company
Company Date Stabilised
Company Dol Eta Case Number
Company Labor Cert Filing Date
Company Labor Cert Expiration Date
separated
annulled
itin
Other First 1
Other Middle 1
Other Last 1
Other First 2
Other Middle 2
Other Last 2
First Name Native Alpha
Last Name Native Alpha
Middle Name Native Alpha
Ethnicity
Race
height Ft
height In
weight 1
weight Full
weight 2
weight 3
Eyes Color
Hair Color
US Citizen
US Legal Permanent Resident
US Citizen Trough
Number Of Marriages
Client Portal Language
Class Admission Lpr
Date Admission Lpr
Other First 3
Other Last 3
Other Middle 3
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Case Id
Call DetailsRequired
Type
Phone NumberRequired
Status
Assigned To Id
Send Notify Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Body
PriorityRequired
Due Date
Case Id
Contact IdRequired
Status
Assigned to Id
Regarding
Regarding Type
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Contact ByRequired
Search ValueRequired
First Name
Middle Name
Last Name
Email
Birth Date
Notifications
Potencial Client
Subcontact Id
Is Subcontact
Others Names Used
Social Security Number
Alien Number
POB City
POB State
POB Country
Marriage Date
Marriage Place
Spouse First Name
Spouse Last Name
Spouse Dob
Spouse Place Of Birth
Spouse Social Security Number
Spouse Alien
Spouse Others Names
i94
Passport Number
Passport Country
Current Immigration Status
Marital Status
Place Of Last Entry To Us
Date Of Last Entry To Us
Citizenship
cr Exp
lpr Exp
elis
nvc Dos Case Num
Sex
Company Name
pd Family Petition Date
pd Family Petition Country
pd Family Petition Category
pd Employment Date
pd Employment Petition Country
pd Employment Petition Category
pb Remove From Report
Dropbox Folder
Relationship
related Contact Id
Occupation
Salutation
Driver Licence
Nationality
ClanTribeName
Native Lang Name
Active
i94 Passport
i94 Passport Country
i94 Number
i94 ArrivalDate
i94admitUntil
i94 Class Of Admission
Company Irs Tax Id
Company Business Type
Company Naics
Company Year Established
Company Total Number Employees
Company Us Number Employees
Cmpany Gross Annual Income
Company Net Annual Income
Is Company
Company Date Stabilised
Company Dol Eta Case Number
Company Labor Cert Filing Date
Company Labor Cert Expiration Date
separated
annulled
itin
Other First 1
Other Middle 1
Other Last 1
Other First 2
Other Middle 2
Other Last 2
First Name Native Alpha
Last Name Native Alpha
Middle Name Native Alpha
Ethnicity
Race
height Ft
height In
weight 1
weight Full
weight 2
weight 3
Eyes Color
Hair Color
US Citizen
US Legal Permanent Resident
US Citizen Trough
Number Of Marriages
Client Portal Language
Class Admission Lpr
Date Admission Lpr
Other First 3
Other Last 3
Other Middle 3
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Middle Name
Last Name
Email
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Prima.Law
Prima.Law is an immigration forms platform to collect data, generate forms and manage immigration cases for immigration attorneys.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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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