Redtail CRM + Uscreen

Redtail CRM + Uscreen integrations

Create Uscreen users when new Redtail CRM activities are added

Effortlessly streamline your customer management process with this automation that connects Redtail CRM and Uscreen. When a new activity is created in Redtail CRM, this workflow instantly creates a user in the Uscreen app, ensuring your customer data is always up-to-date and making it easy to manage your user base in both platforms. Save time and keep information consistent with this efficient customer data management solution.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
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Create UserCreates a new user and optionally sends them a welcome email to your storefront.
ActionWrite

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More things you can do with Redtail CRM and Uscreen

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

Activity Created
Triggers when a new activity is created in your database.
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Activity Updated
Triggers when an activity is updated in your database.
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Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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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
Canceled Subscription
Triggers when a subscription is canceled for a user.
Trigger
Instant
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User Updated
Triggers when a user is updated.
Trigger
Instant
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- Email
  Required
- Password
  Required
- Full Name
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
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Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
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Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
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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
Paid Order
Triggers when a payment is processed for subscriptions, bundles, or content.
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Instant
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New User
Triggers when a new user is added to your storefront.
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Instant
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Began to Play Video
Triggers when a user plays a video for the first time.
Trigger
Instant
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- Email
  Required
- Password
- Full Name
- Subscription/Bundle
  Required
- Stripe Charge ID
- Payment Due Date
- Charge subscriptions outside of uscreen
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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Related categories

CRM (Customer Relationship Management)

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About Uscreen

Uscreen is a fully hosted video platform enabling you to sell and distribute your videos online.

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Related categories

Video & Audio