Redtail CRM + Voodoo SMS

Create sms messages in Voodoo SMS for new activities in Redtail CRM

Stay connected with your clients by instantly sending SMS notifications when new activities are created in your Redtail CRM. With this workflow, each time there's a new activity in Redtail CRM, a text message will be sent via the Voodoo SMS app, ensuring your clients are always informed and engaged. Increase efficiency and maintain great relationships with this seamless automation.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Send SMS
Send a single SMS to a single recipient.
ActionWrite

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Supported triggers and actions

What does this mean?

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
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
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
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 NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Contact List
Triggers when a new Contact List is created.
Trigger
Scheduled
Try It
- To
- From
- Keyword
Trigger
Scheduled
Try It
- NumberRequired
Action
Write
- NameRequired
- Number
- Dynamic Data
Action
Write
- Contact ListRequired
- Number
- Dynamic Data
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
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
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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 Blacklisted Number
Triggers when a new number is blacklisted.
Trigger
Scheduled
Try It
- Contact List IDRequired
Trigger
Scheduled
Try It
SMS Sent
Triggers when an SMS has been sent.
Trigger
Scheduled
Try It
- ToRequired
- FromRequired
- MessageRequired
- Country Code
- Reference
Action
Write
- ToRequired
- FromRequired
- MessageRequired
- Country Code
- Reference
Action
Write
- Contact ListRequired
- NumberRequired
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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Voodoo SMS

Voodoo SMS is an SMS platform that allows you to send text messages to your customers quickly and easily.

Related categories

Phone & SMS

PRODUCTS

CAPABILITIES

By team

Redtail CRM + Voodoo SMS

Create sms messages in Voodoo SMS for new activities in Redtail CRM

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Last NameRequired

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

Update Activity

IDRequired

Subject

Description

Activity Type

Activity Category

Start Date

End Date

All Day

Location

Priority

Importance

Update Opportunity

IDRequired

Name

Description

Assigned To

Stage

Email Address

Projected Revenue

Actual Revenue

Probability

Amount

Close Date

Opportunity Type

New Contact List

New Inbox Message

To

From

Keyword

Add to Blacklist

NumberRequired

Add Contact

NameRequired

Number

Dynamic Data

Update Contact List

Contact ListRequired

Number

Dynamic Data