Redtail CRM + Targetprocess

Redtail CRM + Targetprocess integrations

Create user stories in Targetprocess for new Redtail CRM contacts

Easily manage new contacts in your CRM by creating user stories in Targetprocess with this simple workflow. Once a contact is added to Redtail CRM, a user story will be generated in Targetprocess, helping you keep track of and organize potential projects for each new client. Stay on top of your customer interactions and project planning with this seamless process.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create User StoryCreates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
ActionWrite

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More things you can do with Redtail CRM and Targetprocess

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

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
New Build
Triggers when a new Build is added by user.
Trigger
Polling
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New Feature
Triggers when new Feature is added by user.
Trigger
Polling
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New Release
Triggers when a new Release is added.
Trigger
Polling
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New Task
Triggers when a new Task is added by user.
Trigger
Polling
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New Time
Triggers when a new Time record is added to some Entity by User.
Trigger
Polling
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Add Requester to Request
Create new User-Requester and attach her to existing Request.
Action
Write
Create Bug
Creates a new Bug (defect, error, flaw, mistake, failure or fault in a computer program). Can relate to User Story. Can be assigned to Release and Iteration.
Action
Write
Create Comment
Appends a new Comment to existing Entity.
Action
Write
Create Request
Creates a Request, which can represent idea, issue or question from users.
Action
Write
Create Time
Create a Time record by User for specific Entity.
Action
Write
Delete Entity
Deletes an Entity, which follows selected criteria.
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
New Bug
Triggers when a new Bug is added.
Trigger
Polling
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New Comment
Triggers when a new Comment is added to some Entity.
Trigger
Polling
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New Iteration
Triggers when a new Iteration is added.
Trigger
Polling
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New Request
Triggers when a new Request is added.
Trigger
Polling
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New Team Iteration
Triggers when a new Team Iteration is added.
Trigger
Polling
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New User Story
Triggers when a new User Story is added.
Trigger
Polling
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Change State
Change state of existing Entity. .
Action
Write
Create Build
Creates a Build entity in a project. Bugs and source code Revisions can be assigned to Build.
Action
Write
Create Feature
Create a Feature, a high-level requirement which contains User Stories.
Action
Write
Create Task
Creates a Task, a small chunk of work, typically less than 16 hours. Task must relate to User Story.
Action
Write
Create User Story
Creates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
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 Targetprocess

Targetprocess is a Visual Management Software.

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Create Targetprocess user stories from new Redtail CRM activities

Related Zap Templates

Create Targetprocess user stories from new Redtail CRM activities