Prima.Law + Redtail CRM

Prima.Law + Redtail CRM integrations

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.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
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Create New ContactCreates a new contact.
ActionWrite

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More things you can do with Redtail CRM and Prima.Law

Discover other triggers and actions you can use with Redtail CRM and Prima.Law

Activity Created
Triggers when a new activity is created in your database.
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Activity Updated
Triggers when an activity is updated in your database.
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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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
Case Checklist Completed
Trigger when a checklist item is completed.
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Instant
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Case Status Change
Trigger when case status change (from open to closed or from closed to open).
Trigger
Instant
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Completed Task
Trigger when a task is completed.
Trigger
Instant
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New Call Tag
Triggers when a new Call tag is created.
Trigger
Polling
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New Contact Tag
Triggers when a new Contact tag is created.
Trigger
Polling
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New Task Tag
Triggers when a new Task tag is created.
Trigger
Polling
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Update Advance Parole
Trigger when a new Advance Parole is updated
Trigger
Instant
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New Case
Trigger when a new case is added.
Trigger
Instant
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New Criminal History
Trigger when a new Criminal History is added
Trigger
Instant
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New Educational History
Trigger when a new Educational History is added
Trigger
Instant
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New Lead
Trigger when a new lead is added
Trigger
Instant
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New Note
Trigger when a note is added.
Trigger
Instant
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New Phone Number
Trigger when a new phone is added
Trigger
Instant
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New Task
Trigger when a new task is added.
Trigger
Instant
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New Travel History
Trigger when a new travel history is added
Trigger
Instant
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New Visa History
Trigger when a new visa history is added
Trigger
Instant
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Update Travel History
Trigger when a new travel history is updated
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Instant
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Update Case
Trigger when a case is updated.
Trigger
Instant
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Update Criminal History
Trigger when a new Criminal History is updated
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Instant
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Update Educational History
Trigger when a new Educational History is updated
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Instant
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Update Marriage History
Trigger when a new Marriage History is update
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Instant
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Update Passport
Trigger when a new passport is updated
Trigger
Instant
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Update Phone Call
Trigger when phone call is updated
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Instant
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Update Visa History
Trigger when a new visa history is updated
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Instant
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- Name
- Address
  Required
- Line 2
- Is apt/ste/flr
- Apt Ste Flr Number
- Foreign
- Mailing
- Primary
- Current
- Contact Id
  Required
- order
- City
  Required
- State
- Country
- zip Code
- Postal Code
- In Care Of
- Foreign Province
Action
Write
- First Name
  Required
- Last Name
  Required
- 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
- Tag
Action
Write
- First Name
  Required
- Last Name
- Middle Name
- Email
- Country Code
- Phone
- Subject
- Price
- Due Date
- Lead status
  Required
- Tag
- Create New Tag
- Add Tags
- Observations
Action
Write
- Contact Id
  Required
- Case Id
- Call Details
  Required
- Type
- Phone Number
  Required
- Status
- Assigned To Id
- Send Notify Id
- Calls Tag
Action
Write
- Subject
  Required
- Body
- Priority
  Required
- Due Date
- Case Id
- Contact Id
  Required
- Status
  Required
- Assigned to Id
- Regarding
- Regarding Type
- Date
- Task Tag
Action
Write
- Search Contact By
  Required
- Search Value
  Required
- 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
Action
Write
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
Action
Search

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.
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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
Assigned Task
Trigger when a task is assigned.
Trigger
Instant
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Case Flows Completed
Trigger when a flow item is completed.
Trigger
Instant
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Commented Task
Trigger when a task is commented.
Trigger
Instant
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Get Type Leads
Fetches a list of type leads.
Trigger
Polling
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New Case Tag
Triggers when a new Case tag is created.
Trigger
Polling
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New Lead Tag
Triggers when a new Lead tag is created.
Trigger
Polling
Try It
New Address
Trigger when a new address is added
Trigger
Instant
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New Calendar Event
Trigger when a new calendar event is added.
Trigger
Instant
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New Contact
Trigger when a new contact is added.
Trigger
Instant
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New EAD
Trigger when a new EAD is added
Trigger
Instant
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New Family Member
Trigger when a new Family Member is added
Trigger
Instant
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New Marriage History
Trigger when a new Marriage History is added
Trigger
Instant
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New Passport
Trigger when a new passport is added
Trigger
Instant
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New Phone Call
Trigger when a new phone call is added
Trigger
Instant
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New Transaction
Trigger when a new transaction is added.
Trigger
Instant
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New US Entry
Trigger when a new US Entry is added
Trigger
Instant
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Reassigned Task
Trigger when a task is reassigned.
Trigger
Instant
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Update Address
Trigger when a new address is updated
Trigger
Instant
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Update Contact
Trigger when a contact is updated.
Trigger
Instant
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Update EAD
Trigger when a new EAD is updated
Trigger
Instant
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Update Family Member
Trigger when a new Family Member is updated
Trigger
Instant
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Update Note
Trigger when a note is updated.
Trigger
Instant
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Update Phone Number
Trigger when a phone is updated
Trigger
Instant
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Update US Entry
Trigger when a new US Entry is updated
Trigger
Instant
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- Calendar
  Required
- Title
  Required
- Start date
  Required
- End date
  Required
- All day
  Required
- Location
- Attendees
- Description
- Recurring events compatibility mode
Action
Write
- Name
- Contact Id
  Required
- 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
- Case Tag
Action
Write
- File Name
  Required
- File Content
  Required
- Case Id
  Required
- Contact Id
  Required
Action
Write
- Subject
  Required
- Body
- Case Id
- Contact Id
  Required
- Regarding
- Regarding Type
- Date
- Visible On Client Portal
Action
Write
- Name
- Number
  Required
- Annotation
- Best time to call
- Type
  Required
- Active Type
- Country Area Code
- Ext
- Contact Id
  Required
Action
Write
- Calendar
  Required
- Title
- Start date
- End date
- All day
- Timezone
- Location
- Attendees
- Description
- Recurring events compatibility mode
Action
Write
- Calendar
  Required
- Search term
  Required
- Start time
- End time
Action
Search
- Calendar
  Required
- Search term
  Required
- Start time
- End time
- Title
  Required
- Start date
  Required
- End date
  Required
- All day
  Required
- Location
- Attendees
- Description
- Recurring events compatibility mode
Action
Search or write

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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Forms & Surveys

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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

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier