Redtail CRM + Stannp

Redtail CRM + Stannp integrations

Create postcards in Stannp for new Redtail CRM contacts

Easily stay in touch with new contacts in your Redtail CRM by sending personalized postcards through Stannp. With this workflow, whenever a new contact is created in Redtail CRM, a postcard will be created in Stannp, allowing you to send a physical card to your new contacts, without the manual work. This automation not only saves time but also helps strengthen relationships with clients by adding a personal touch.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create PostcardCreates a postcard which is then printed and dispatched.
ActionWrite

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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
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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
- 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
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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
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.

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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.