Redtail CRM + Trolley

Redtail CRM + Trolley integrations

Create new Trolley recipients from newly created Redtail CRM contacts

Easily manage your new contacts by automatically adding them as recipients in Trolley when they're created in Redtail CRM. With this seamless workflow, you'll ensure that your contact information stays up-to-date and organized across both platforms. Save time and improve efficiency by eliminating the need for manual data entry.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create RecipientCreates a new recipient.
ActionWrite

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More things you can do with Redtail CRM and Trolley

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

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
Recipient Updated
Triggers when a recipient is updated.
Trigger
Instant
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- Currency of payment (optional)
- Description (optional)
Action
Write
- Recipient_ID
- Email
- Reference_ID
- Amount
  Required
- Currency
  Required
- Cover_fees
- Payment Memo
- Batch Description
Action
Write
- Recipient
  Required
Action
Write
- Search_field
  Required
- Search_value
  Required
Action
Search
- Search_field
  Required
- Search_value
  Required
- Email
  Required
- Name of Business
- First Name
- Last Name
- Street
- Street 2
- City
- Postal Code
- Phone
- Country
- State/Province
- Reference ID
- Passport Number
- Date of Birth
Action
Search or 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
Try It
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
- Payment Status
Trigger
Instant
Try It
- Batch ID
  Required
- Recipient_ID
  Required
- Amount
  Required
- Currency
  Required
- Payment Memo
Action
Write
- Email
  Required
- Name of Business
- First Name
- Last Name
- Street
- Street 2
- City
- Postal Code
- Phone
- Country
- State/Province
- Reference ID
- Passport Number
- Date of Birth
Action
Write
- Batch ID
  Required
Action
Write
- Recipient ID
  Required
- Amount to send
  Required
- Currency of payment
  Required
- Payment Memo
- Cover Fees?
- Batch Description
Action
Write
- Recipient ID
  Required
Action
Search

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)

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Zapier Forms

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

About Trolley

Trolley helps businesses send payouts to (and manage associated tax details for) their vendors, suppliers, artists, and independent contractors worldwide.

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Related categories

Payment Processing

Related Zap Templates

Update Trolley recipients when Redtail CRM contacts are updated

Related Zap Templates

Update Trolley recipients when Redtail CRM contacts are updated