Redtail CRM + Stannp

Redtail CRM + Stannp integrations

Generate letters in Stannp for updated contacts in Redtail CRM

Effortlessly keep your mailing list up-to-date with this Redtail CRM and Stannp integration. When a contact is updated in Redtail CRM, this workflow will create a letter in Stannp with the new information, ensuring your mailing campaigns stay current and relevant. Spend less time manually updating your list and more time engaging with your clients.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create LetterCreates a letter which is then printed and dispatched.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Redtail CRM and Stannp

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

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 Name
  Required
Action
Write
- Test
  Required
- Recipient Address 1
  Required
- Recipient Address 2
- Recipient Town
- Recipient County / State
- Recipient Postal Code
  Required
- Recipient Country Code
- Postcard Size
- Front
- Template
- Back Message
- Signature
- Addons
- Recipient Title
- Recipient First Name
- Recipient Lastname / Fullname
- Recipient Company
- Recipient Job Title
- Idempotency Key
- Tags
Action
Write
- Start date
  Required
- End date
  Required
- Filter by Status
- Filter by Tags
Action
Write
- Recipient Address 1
  Required
- Recipient Address 2
- Recipient Town
  Required
- Recipient County / State
  Required
- Recipient Postal Code / Zip code
  Required
- Recipient Country Code
  Required
Action
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
- Group
  Required
- What Do We Do With Duplicates
  Required
- How should we match duplicates
  Required
- Address Line 1
  Required
- Postal Code
  Required
- Title
- First Name
- Last Name or Full Name
- Job Title
- Company
- Address Line 2
- Address Line 3
- Town or City
- County or State
- Country Code
- Idempotency Key
Action
Write
- Test
  Required
- Recipient Address 1
  Required
- Recipient Address 2
- Recipient Town
- Recipient County / State
- Recipient Postal Code
  Required
- Recipient Country Code
- Recipient Title
- Recipient Firstname
- Recipient Lastname / Fullname
- Recipient Job Title
- Recipient Company
- File
- Template
- Pages
- Duplex
- Transactional
- Addons
- Size
- Idempotency Key
- Tags
Action
Write
- Test
  Required
- Recipient ID
- Size
- Front
- Template
- Addons
- Tags
Action
Write
- Start date
  Required
- End date
  Required
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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Stannp

Stannp is a service for posting real, physical direct mail such as postcards or letters to recipients' mail boxes, anywhere in the world.