Redtail CRM + Streamtime

Redtail CRM + Streamtime integrations

Create jobs in Streamtime when new contacts are added in Redtail CRM

Effortlessly manage your client relationships with this Redtail CRM and Streamtime workflow. When a new contact is created in Redtail CRM, a job is instantly created in Streamtime. Boost your efficiency by automating this process and ensuring seamless data flow between the two platforms, keeping your information up-to-date and well-organized.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create JobCreates a new Job in the system.
ActionWrite

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More things you can do with Redtail CRM and Streamtime

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

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.
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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
Company Created
Triggers when a Company is created
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Instant
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Contact Created
Triggers when a Contact is created
Trigger
Instant
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- User
Trigger
Instant
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Job Deleted
Triggers when a Job is deleted.
Trigger
Instant
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- Mentioned User
Trigger
Instant
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- Label Type
- Label Name
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Instant
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Quote Sent
Triggers when a Quote is sent to a client.
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Instant
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- Company
  Required
- First Name
  Required
- Last Name
- Email
- Phone Number
- Position
Action
Write
- Job ID
  Required
- Post Title
  Required
- Message
  Required
Action
Write
- Board Name
  Required
Action
Write
- Job ID
  Required
- Message
  Required
Action
Write
- User
- Notes
- Date
- Duration (minutes)
- Status
  Required
- Job ID
  Required
- Item Name
Action
Write
- Job ID
  Required
- Company Name
  Required
- New Job Name
  Required
- New Job Number
- Start Date
- How would you like to affect the rates on your existing items and expenses?
  Required
Action
Write
- Priority Board Name
  Required
Action
Search
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Job Number
- Job Name
Action
Search
- Quote Name
- Quote Number
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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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
Company Updated
Triggers when a Company is modified.
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Instant
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Contact Updated
Triggers when a Contact is updated.
Trigger
Instant
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Invoice Sent
Triggers when an Invoice is sent to a client.
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Instant
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Job Created
Triggers when a Job is created.
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Instant
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- Activity Type
- User
- Company
- Job Name
Trigger
Instant
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- Label Type
- Label Name
Trigger
Instant
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Quote Approved
Triggers when a Quote gets approved.
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Instant
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- Name
  Required
- Phone 1
- Phone 2
- Tax Number
- Website Address
- Notes
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Line 3
- Postal Address City
- Postal Address Post Code
- Postal Address Country
- Postal Address Region
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Line 3
- Physical Address City
- Physical Address Region
- Physical Address Country
- Physical Address Post Code
Action
Write
- Job Name
  Required
- Job Number
- Company Name
  Required
- Budget
Action
Write
- Job ID
  Required
- Expense Name
  Required
- Description
- Reference
- Company
- Date
- Pricing Method
  Required
- Status
  Required
- Currency Code
- Quantity
  Required
- Cost Rate
- Sell Rate
- Markup
- Total (ex tax)
Action
Write
- Notes
  Required
- Date
- Duration (minutes)
- Status
  Required
Action
Write
- Label Type
  Required
- ID
  Required
- Name
  Required
Action
Write
- Priority Board ID
  Required
- Column
  Required
- Card Type
  Required
- ID
- Notes
Action
Write
- Branch Name
Action
Search
- Company Name
Action
Search
- Invoice Number
- Invoice Name
Action
Search
- Expense Name
- Company Name
Action
Search
- First Name
- Last Name
- Email
Action
Search

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 Streamtime

Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling and much more.

Learn moreLearn moreHelpHelp

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Project Management

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Related Zap Templates

Create Streamtime contacts from new Redtail CRM contacts

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Create Streamtime contacts from new Redtail CRM contacts