Redtail CRM + Textellent

Create Textellent contacts for new Redtail CRM activities

Effortlessly maintain communication with your clients when using Redtail CRM and Textellent together. With this workflow, whenever a new activity is created in Redtail CRM, a contact will be created in Textellent, keeping your contact lists up-to-date and ensuring seamless communication for your business. Streamline your client management and save time with this efficient automation.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create Contact
Creates a contact in Textellent
ActionWrite

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Supported triggers and actions

What does this mean?

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 NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Phone Number Added to DNT
Triggers when a new phone number is added to the Do Not Text (DNT) list.
Trigger
Instant
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Tag Disassociated From Contact
Triggers when a tag is disassociate from a contact.
Trigger
Instant
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Outgoing Message Delivery Status
Triggers when an outgoing message delivery status received by textellent.
Trigger
Instant
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- Partner Client Code
- Phone Numbers
Action
Write
- Source
- External IdRequired
- Partner Client Code
Action
Write
- Contact First NameRequired
- Contact Last Name
- Phone NumberRequired
- Home Phone Number
- Work Phone Number
- Alternate Phone Number
- Email
- Office Id
- Tags
- Tag Assignment Date
- Partner Client Code
- Custom Fields
Action
Write
- Partner Client Code
- Contact IdRequired
Action
Write
- Partner Client Code
- Ext Id
- Phone Number
- Email
Action
Write
- Message TextRequired
- From NumberRequired
- To NumberRequired
- Media File Ids
- Media File URLs
- Partner Client Code
Action
Write
- Contact First Name
- Contact Last Name
- Phone Number
- Home Phone Number
- Work Phone Number
- Alternate Phone Number
- Contact Tags
- Office Id
- Partner Client Code
- Contact IdRequired
- Custom Fields
Action
Write
- Partner Client Code
- Ext Id
- Phone Numbers
Action
Search

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
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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 Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Tag Associated to Contact
Triggers when tag is associated with a contact.
Trigger
Instant
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Incoming Message
Triggers when an Incoming message callback request.
Trigger
Instant
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Phone Number Added to Wrong Number
Triggers when a phone number is added to wrong numbers list.
Trigger
Instant
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- Customer NameRequired
- Phone NumberRequired
- Tag NameRequired
- Assignment Date
- Partner Client Code
Action
Write
- Customer First Name
- Customer Last Name
- Customer Email
- Phone Number
- Start Date Time
- End Date Time
- Service Name
- Time Zone
- Notes
- Status
- Source
- External IdRequired
- Partner Client Code
Action
Write
- Tag NameRequired
- Partner Client Code
- Sign Up Keyword
- Short Code Keyword
- Send Confirmation Text
- Confirmation Text
- Send From
Action
Write
- Partner Client Code
- Tag IdRequired
Action
Write
- Partner Client Code
- Tag NameRequired
- Phone NumbersRequired
Action
Write
- Customer First Name
- Customer Last Name
- Customer Email
- Phone Number
- Start Date Time
- End Date Time
- Service Name
- Notes
- Status
- Time Zone
- External IdRequired
- Source
- Partner Client Code
Action
Write
- Tag NameRequired
- Tag IdRequired
- Partner Client Code
- Sign Up Keyword
- Short Code Keyword
- Send Confirmation Text
- Confirmation Text
- Send From
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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Textellent

Textellent engages and keeps customers through text messaging for marketing, sales as well as customer service.

Related categories

Marketing

PRODUCTS

CAPABILITIES

By team

Redtail CRM + Textellent

Create Textellent contacts for new Redtail CRM activities

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Last NameRequired

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

Update Activity

IDRequired

Subject

Description

Activity Type

Activity Category

Start Date

End Date

All Day

Location

Priority

Importance

Update Opportunity

IDRequired

Name

Description

Assigned To

Stage

Email Address

Projected Revenue

Actual Revenue

Probability

Amount

Close Date

Opportunity Type

Phone Number Added to DNT

Tag Disassociated From Contact

Outgoing Message Delivery Status

Add to DNT

Partner Client Code

Phone Numbers

Cancel Appointment

Source

External IdRequired

Partner Client Code

Create Contact

Contact First NameRequired

Contact Last Name

Phone NumberRequired

Home Phone Number