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Redtail CRM + Textline

Create messages in Textline when new activities are logged in Redtail CRM

Boost your team's communication and efficiency with this Redtail CRM to Textline workflow. With this automation, whenever a new activity is created in Redtail CRM, a message will be instantly sent via Textline, keeping everyone in the loop and ensuring timely follow-ups. Stay organized and never miss an important update again!

Boost your team's communication and efficiency with this Redtail CRM to Textline workflow. With this automation, whenever a new activity is created in Redtail CRM, a message will be instantly sent via Textline, keeping everyone in the loop and ensuring timely follow-ups. Stay organized and never miss an important update again!

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    TextlineTextline
    Send Message

    Sends a new message to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Textline

Textline is a text messaging platform for your business. Share one or more phone numbers for receiving, managing, & responding to messages.

Related categories