Redtail CRM + SOLAPI

Redtail CRM + SOLAPI integrations

Create kakao messages in SOLAPI for new activities in Redtail CRM

Stay updated on your Redtail CRM activities and boost team communication with this efficient workflow. When a new activity is created in Redtail CRM, a Kakao message from SOLAPI is sent to keep everyone informed. Say goodbye to manual updates and enjoy seamless team collaboration.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
[Messaging] Send Kakao AlimTalkSend a Kakao AlimTalk BusinessMessage. "AilmTalk Template" registration is required before sending. | 카카오 알림톡 메시지를 발송합니다. 알림톡 템플릿 사전등록이 필요합니다.
ActionWrite

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More things you can do with Redtail CRM and SOLAPI

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

Activity Created
Triggers when a new activity is created in your database.
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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
- Result | 메시지 결과
  Required
- MessageType | 특정 메시지 종류와 일치
- From | 특정 발신번호 (숫자만)
- To | 특정 수신번호 (숫자만)
- Kakao Channel ID | 특정 카카오 채널 ID
- Kakao Template ID | 특정 알림톡 템플릿 ID
Trigger
Instant
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- CRM Entity | CRM 개체
  Required
- Event Type (Optional) | 이벤트 유형 (선택)
Trigger
Polling
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- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Event Type (Optional) | 이벤트 유형 (선택)
Trigger
Polling
Try It
- CRM Entity | CRM 개체
  Required
Trigger
Polling
Try It
- Address Book Folder ID | 주소록 폴더 ID
  Required
- Phone Number | 추가할 전화번호
  Required
- Name | 이름
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Event Type | 이벤트 유형
  Required
- Category | 카테고리
- Label | 라벨
- Value | 값
- Occurred At | 발생 시각
- Custom Properties (JSON) | 사용자 정의 속성 (JSON)
Action
Write
- CRM Entity | CRM 개체
  Required
- Record Name | 레코드 이름
  Required
- Tags | 태그
- Owner | 담당자
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
- Event Type (Optional) | 이벤트 유형 (선택)
Action
Write
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)
  Required
- Brand Message Template ID | 브랜드 메시지 템플릿 ID
  Required
- Recipient number | 수신번호
  Required
- Country code | 수신자 국가코드
- Targeting | 타겟팅
  Required
Action
Write
- RCS Brand | RCS 브랜드
  Required
- RCS Template | RCS 템플릿
  Required
- Recipient number | 수신번호
  Required
- Sender number | 발신번호
  Required
- Country code | 수신자 국가코드
Action
Write
- Request URL
  Required
- HTTP Request Method
  Required
- Body Parameters (JSON Format String)
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Property | 속성
  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
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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
[Messaging] New Group Report
After requesting to send the message, all processing of the message group is complete. | 메시지 그룹 내 모든 메시지들의 처리가 완료되었을 때 실행됩니다.
Trigger
Instant
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- Commerce Hook | 커머스 자동화
  Required
Trigger
Instant
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- CRM Entity | CRM 개체
  Required
Trigger
Polling
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- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Event Type (Optional) | 이벤트 유형 (선택)
Trigger
Polling
Try It
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
Trigger
Polling
Try It
- Activity Type | 활동 유형
  Required
- Subject | 제목
  Required
- Description | 설명
- Scheduled Date | 일정 날짜
  Required
- Due Date | 마감일
- Duration (minutes) | 소요 시간 (분)
- Assigned Member | 담당자
- CRM Entity | CRM 개체 (선택)
Action
Write
- Default Entity | 기본 개체
- Default Record | 기본 레코드
- Events (JSON Array) | 이벤트 목록 (JSON 배열)
  Required
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Activity Type | 활동 유형
  Required
- Subject | 제목
  Required
- Description | 설명
- Scheduled Date | 일정 날짜
- Due Date | 마감일
- Duration (minutes) | 소요 시간 (분)
- Assigned Member | 담당자
Action
Write
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)
  Required
- Kakao Template ID | 알림톡 템플릿 ID
  Required
- Recipient number | 수신번호
  Required
- Country code | 수신자 국가코드
- Sender number | 문자 대체발송 발신번호
Action
Write
- Recipient number | 수신번호
  Required
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)
  Required
- Contents | 브랜드 메시지 내용
  Required
- Sender number | 문자 대체발송 발신번호
- Country Code | 수신자 국가코드
- AD | 광고 여부
- Image ID | 이미지 ID
- Buttons | 브랜드 메시지 버튼
Action
Write
- Recipient number | 수신번호
  Required
- Sender number | 발신번호
  Required
- Contents | 문자 내용
  Required
- Subject | 문자 제목 (입력 시 LMS로 발송)
- MMS Image ID | MMS 이미지 ID
- Splitting when over max contents length | 최대 길이 초과 시 나누어 보내기
- Country Code | 수신자 국가코드
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Record Name | 레코드 이름
- Tags | 태그
- Owner | 담당자
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 SOLAPI

SOLAPI app for sending text messages with KakaoTalk.

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Related categories

Phone & SMS