Redtail CRM + Samepage

Redtail CRM + Samepage integrations

Create folders in Samepage for new contacts in Redtail CRM

Organize your new Redtail CRM contacts efficiently with this automation. Whenever a new contact is created in Redtail CRM, it will instantly generate a folder in Samepage, helping you manage client files and ensuring you always have the right information at your fingertips. Keep your documentation structured and save time with this streamlined workflow.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create FolderCreates a new folder in your organization.
ActionWrite

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More things you can do with Redtail CRM and Samepage

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

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.
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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
- Folder
  Required
- Agenda
  Required
- Event Name
  Required
- Start Date
  Required
- End Date
  Required
- All Day Event
- Event Details
- Attendees
- Trigger Auto Call
- Color
Action
Write
- Folder
  Required
- Page Name
  Required
- Page Content
  Required
- Chat Message
Action
Write
- Team or Sub-Team
  Required
- Page Name
  Required
- Message
  Required
- Post Under My Name
- Author Name
- Author Avatar
Action
Write
- Parent Team
- Team Name
  Required
- Team Privacy
  Required
- Team Members
- Team Owners
Action
Write
- Team or Sub-Team
  Required
- Parent Folder
- Page Content
  Required
- Chat Message
- Page Name
  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
Try It
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
- Folder
  Required
- Discussion Name
  Required
- First Chat Message
Action
Write
- Parent Folder
- Folder Name
  Required
- Folder Full Editors
- Folder Writers
- Folder Readers
Action
Write
- Folder
  Required
- Agenda
  Required
- Task Name
  Required
- Task Details
- Assignee
- Due Date
- Due on a Day
- Color
Action
Write
- Folder
  Required
- Chat
  Required
- Message
  Required
- Post Under My Name
- Author Name
- Author Avatar
Action
Write
- Team, Sub-Team or Group-Chat
  Required
- Message
  Required
- Post Under My Name
- Author Name
- Author Avatar
Action
Write
- Team or Sub-Team
  Required
- Task Name
  Required
- Task Details
- Assignee
- Due Date
- Color
Action
Write

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.

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About Samepage

Samepage is a team collaboration platform that brings people together to get work done in one place. Discuss ideas, share files, assign tasks, and finish projects – all in real time, and all from one app.

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