Redtail CRM + Twist

Redtail CRM + Twist integrations

Create comments in Twist when new activities are added in Redtail CRM

Stay on top of your team's activities with this seamless workflow between Redtail CRM and Twist. When a new activity is created in Redtail CRM, a comment is posted in Twist, keeping your team informed and engaged in real-time. Improve communication and never miss important updates with this handy automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Post CommentPost a comment to a thread you choose.
ActionWrite

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More things you can do with Redtail CRM and Twist

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

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
Try It
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
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- 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
- Team
  Required
- Conversation
  Required
Trigger
Instant
Try It
- Team
  Required
- Channel
  Required
- Thread
  Required
- Comment Text
  Required
- Post as Zapier
Action
Write
- Team
  Required
- Channel
  Required
- Thread Title
  Required
- Thread Content
- Post as Zapier
Action
Write
- Id
  Required
Action
Search
- Id
  Required
Action
Search

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
Try It
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
- Team
  Required
- Channel
  Required
- Thread
  Required
Trigger
Instant
Try It
- Team
  Required
- Channel
  Required
Trigger
Instant
Try It
- Team
  Required
- Conversation
  Required
- Content
  Required
Action
Write
- Id
  Required
Action
Search
- Team
  Required
- Search Query
  Required
Action
Search
- 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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About Twist

Twist keeps your conversations on-topic and in one place. For teams who want to make work calmer, more organized, and more productive.

Learn moreLearn moreHelpHelp

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