Redtail CRM + ShipStation

Redtail CRM + ShipStation integrations

Create ShipStation orders from new Redtail CRM activities

Effortlessly streamline your order management process with this efficient workflow. When a new activity is created in Redtail CRM, an order will be automatically generated in ShipStation, ensuring timely processing and shipment. Save time, reduce manual data entry errors, and keep your customers satisfied with this seamless automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create OrderCreates a new order.
ActionWrite

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More things you can do with Redtail CRM and ShipStation

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

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
- Restrict to Store?
Trigger
Instant
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- Restrict to Store?
Trigger
Instant
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- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
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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
- Restrict to Store?
Trigger
Instant
Try It
- Restrict to Store?
Trigger
Instant
Try It
- ShipStation Store
- Order #
  Required
- Order Status
  Required
- Unique ID
  Required
- Order Date
  Required
- Buyer Name
  Required
- Payment Date
- Buyer Email
- Recipient Name
  Required
- Recipient Company
- Recipient Address (Line 1)
  Required
- Recipient Address (Line 2)
- Recipient City
  Required
- Recipient State
- Recipient Postal Code
  Required
- Recipient Country Code
- Recipient Phone #
- Amount Paid
- Tax Paid
- Shipping Paid
- Customer's Notes
- Internal Notes
- Is a Gift?
- Gift Message
- Requested Shipping Method
- Sku
- Name
- Image URL
- Quantity
- Unit Price
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 ShipStation

ShipStation helps eCommerce retailers organize, process, and fulfill their orders from all the most popular marketplaces and shopping carts using the top shipping carriers.

Learn moreLearn moreHelpHelp

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eCommerce

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