Redtail CRM + TIMIFY

Redtail CRM + TIMIFY integrations

Create new TIMIFY customers from Redtail CRM activities

Effortlessly streamline your customer management process with this Redtail CRM and TIMIFY integration. When a new activity is created in Redtail CRM, a customer will be added to TIMIFY automatically. Save time, reduce manual data entry, and ensure your customer records are always up-to-date in both platforms.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create CustomerTo Create a Customer in Timify
ActionWrite

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More things you can do with Redtail CRM and TIMIFY

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

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
Group Event Participant Added
Triggers when a new participant is added to an existing group event in TIMIFY.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Group Event
Triggers when a new group event (with multiple participants) is created in TIMIFY.
Trigger
Instant
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New Resource
Triggers when a new resource (employee/room/etc.) is created in TIMIFY.
Trigger
Instant
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Resource Deleted
Triggers when a resource is deleted in TIMIFY.
Trigger
Instant
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Appointment Updated
Triggers when an existing appointment/booking is updated in TIMIFY.
Trigger
Instant
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Group Event Updated
Triggers when an existing group event (with multiple participants) is updated in TIMIFY.
Trigger
Instant
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- Title
  Required
- Resource ID(s)
  Required
- Duration (in minutes)
  Required
- Date & Time
  Required
- Notes
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
Appointment Deleted
Triggers when an appointment is deleted in TIMIFY.
Trigger
Instant
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New Appointment
Triggers when a new appointment/booking is created in TIMIFY.
Trigger
Instant
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- Field
  Required
Trigger
Instant
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New Group Event Participant Added
Triggers when participant is added in a group event, however it only returns new participant, not all participants of that event.
Trigger
Instant
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New Service
Triggers when a new service is created in TIMIFY.
Trigger
Instant
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Resource Updated
Triggers when an existing resource is updated in TIMIFY.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated in TIMIFY.
Trigger
Instant
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- Service
  Required
- Resource ID(s)
  Required
- Date & Time
  Required
- Duration
  Required
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- External ID
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 TIMIFY

TIMIFY is an online scheduling and resource management tool for all kind of small businesses and large enterprises.

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