Redtail CRM + Urable

Redtail CRM + Urable integrations

Update Urable customers when Redtail CRM contacts are updated

Keep your customer information up to date across platforms with this Redtail CRM and Urable integration. When a contact is updated in Redtail CRM, this workflow will create or update a customer in Urable, ensuring their information stays consistent. Save time and maintain accuracy by simplifying your data management process with this seamless automation.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Update/Create CustomerFinds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
ActionWrite

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More things you can do with Redtail CRM and Urable

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

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
- User
Trigger
Polling
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New or Updated Customer
Triggers when a customer is created or updated in Urable.
Trigger
Polling
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- User
Trigger
Polling
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- User
Trigger
Polling
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- User
Trigger
Polling
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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
- User
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added in Urable.
Trigger
Polling
Try It
- User
Trigger
Polling
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- User
Trigger
Polling
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- User
Trigger
Polling
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- Name
  Required
- Type
- Origin
- Photo
- Email
- Label
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Time Zone
- Label
- Phone Number
- Label
- Notes
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 Urable

Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.

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