Redtail CRM + Skipio

Redtail CRM + Skipio integrations

Create Skipio events for newly created Redtail CRM activities

Stay organized and never miss an important activity by connecting your Redtail CRM and Skipio apps. With this workflow, whenever a new activity is created in Redtail CRM, an event will be scheduled in Skipio. Save time, stay in sync, and ensure all your essential tasks are accounted for with this seamless automation.

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

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More things you can do with Redtail CRM and Skipio

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

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

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
- Group
  Required
Trigger
Polling
Try It
New Event
Triggers when an Event is first created in Skipio.
Trigger
Polling
Try It
- Contact_fields__group_info
- Contact ID
  Required
- Event ID
  Required
Action
Write
- First Name
  Required
- Mobile Phone Number
  Required
- Last Name
- Email
- Remote Source
- Remote ID
- Company Name
- Street
- City
- State
- Zip/Postal Code
- Month (1-12)
- Day (1-31)
- Send a Birthday Greeting?
Action
Write
- Contact_fields__group_info
- Contact ID
  Required
- Drip Campaign ID
  Required
Action
Write
- Contact Search
  Required
Action
Search
- Contact Search
  Required
- First Name
  Required
- Mobile Phone Number
  Required
- Last Name
- Email
- Remote Source
- Remote ID
- Company Name
- Street
- City
- State
- Zip/Postal Code
- Month (1-12)
- Day (1-31)
- Send a Birthday Greeting?
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
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
New Contact
Triggers when a Contact is first created in Skipio
Trigger
Polling
Try It
Contact Opted-Out
Triggers when the mobile number for a Contact opts out of receiving messaging.
Trigger
Instant
Try It
- Contact_fields__group_info
- Contact ID
  Required
- Drip Campaign ID
  Required
Action
Write
- Contact_fields__group_info
- Contact ID
  Required
- Group ID
  Required
Action
Write
- Event Title
  Required
- Reminder Campaign ID
  Required
- Start Date
  Required
- End Date
  Required
- Contact_fields__group_info
- Contact ID
- Description
- Street Address
- City
- State
- Zip Code
- Host/Hostess Name
Action
Write
- Contact_fields__group_info
- Contact ID
  Required
- Group ID
  Required
Action
Write
- Event Search
  Required
Action
Search
- Event Search
  Required
- Event Title
  Required
- Reminder Campaign ID
  Required
- Start Date
  Required
- End Date
  Required
- Contact_fields__group_info
- Contact ID
- Description
- Street Address
- City
- State
- Zip Code
- Host/Hostess Name
Action
Search or 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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Related categories

CRM (Customer Relationship Management)

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About Skipio

Skipio is a conversational business texting platform that helps you automate sales and customer communication.

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Related categories

Marketing