Redtail CRM + Toodledo

Redtail CRM + Toodledo integrations

Create tasks in Toodledo for new Redtail CRM activities

Stay on top of client interactions with this efficient workflow connecting Redtail CRM and Toodledo. When an activity is created in Redtail CRM, a corresponding task is added in Toodledo, ensuring important deadlines and meetings with clients are never missed. Enhance productivity and streamline customer relations management seamlessly with this automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create TaskThis action will create a task with no folder assigned.
ActionWrite

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More things you can do with Redtail CRM and Toodledo

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

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 Note
Triggers when a new note is created.
Trigger
Polling
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New Task
Triggers when a new task is added.
Trigger
Polling
Try It
- Context
  Required
Trigger
Polling
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- Name
  Required
- Private
Action
Write
- Folder
  Required
- Context
- Task Name
  Required
- Due Date
- Priority
- Starred Task
- Status
- Tags
- Note
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
New Folder
Triggers when a new folder is created.
Trigger
Polling
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New Starred Task
Triggers when a new starred task is added or when an existing task is starred.
Trigger
Polling
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New Completed Task
Triggers when any task has been marked completed.
Trigger
Polling
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- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- Note Title
  Required
- Private
  Required
- Note Text
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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CRM (Customer Relationship Management)

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About Toodledo

Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.

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Task Management

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