Redtail CRM + TickTick

Redtail CRM + TickTick integrations

Create tasks in TickTick for new contacts in Redtail CRM

Stay organized and efficient by creating tasks in TickTick whenever a new contact is added in Redtail CRM. This workflow automatically helps you manage your tasks and projects by connecting your CRM data with your task management tool, ensuring that every new contact is followed up with accordingly. Focus on building relationships instead of manually transferring information between systems.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add TaskAdds a new task to a list.
ActionWrite

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More things you can do with Redtail CRM and TickTick

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

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
- List
- Tag
- Priority
Trigger
Polling
Try It
- List
- Tag
- Priority
Trigger
Polling
Try It
- List
- Task Name
  Required
- Task Content
- Start Date
- Due Date
- Priority
  Required
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
- Task ID
  Required
- List ID
  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
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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
- List
- Tag
- Priority
Trigger
Polling
Try It
- List
- Tag
- Priority
Trigger
Polling
Try It
- List
- Task Name
  Required
- Task Content
- Start Date
- Due Date
- Priority
  Required
Action
Write
- Task ID
  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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About TickTick

TickTick is a simple and effective to-do list and task manager app with seamless cloud synchronization across all your devices.

Learn moreLearn moreHelpHelp

Related categories

Task Management

Related Zap Templates

Create TickTick tasks for new Redtail CRM activities

Related Zap Templates

Create TickTick tasks for new Redtail CRM activities