Redtail CRM + Short.io

Redtail CRM + Short.io integrations

Update Short.io links when Redtail CRM contacts are updated

Keep your short links up-to-date with this seamless workflow between Redtail CRM and Short.io. When a contact is updated in Redtail CRM, this automation will ensure that the corresponding link in Short.io is also updated. Stay organized and maintain accurate information across platforms with minimal effort.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Update a LinkUpdates existing short link with new values.
ActionWrite

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More things you can do with Redtail CRM and Short.io

Discover other triggers and actions you can use with Redtail CRM and Short.io

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
Try It
- 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
- Domain
  Required
- Original URL
  Required
Action
Write
- Link ID
  Required
Action
Write
- Link ID
  Required
- Expiration Date
- Click limit
- Expiration URL
Action
Write
- Link ID
  Required
- Start Date
  Required
- End Date
  Required
Action
Write
- Path
  Required
- Domain name
  Required
Action
Write
- Link ID
  Required
- Original URL
- Path
- Title
- Link Expiration Time
- Cloaking
- Link Expired URL
- Password
- iOS Targeting Link
- Android Targeting Link
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Term
- UTM Content
- TTL
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
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
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
- Domain
  Required
Trigger
Polling
Try It
- Domain Name
  Required
- Long URL
  Required
- Path
- Title
- Link Expiration Time
- Clicks Limit
- Link Expired URL
- Cloaking
- Password
- Allow Duplicates
- iOS Targeting Link
- Android Targeting Link
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Term
- UTM Content
- TTL
- Folder ID
Action
Write
- Domain ID
  Required
Action
Write
- Link ID
  Required
- Use Domain Settings
  Required
- Format
  Required
Action
Write
- Link ID
  Required
- Country
  Required
- Original URL
  Required
Action
Write
- Domain ID
  Required
- Link Limit
- Start date
- End date
- Page Token
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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CRM (Customer Relationship Management)

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About Short.io

Short.io is a white label link shortener, which allows you to create short links on your own domain.

Learn moreLearn moreHelpHelp

Related categories

URL Shortener