Redtail CRM + Website Toolbox Community

Update Website Toolbox Community posts when Redtail CRM contacts change

Keep your online community updated with the latest information about your contacts by integrating Redtail CRM and Website Toolbox Community. This automation workflow will create a new post in your Website Toolbox Community whenever a contact is updated in Redtail CRM. Stay connected with your community members and ensure they always have up-to-date contact details with this streamlined workflow.

When this happens...
Contact Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create Post
Creates a new Post
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
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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 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
Message Created
Triggers when a new message is created.
Trigger
Instant
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New Topic
Triggers when a new topic is created.
Trigger
Instant
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Post Approved
Triggers when a post is approved.
Trigger
Instant
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Post Updated
Triggers when a post is updated.
Trigger
Instant
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Topic Updated
Triggers when a topic is updated.
Trigger
Instant
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User Deleted
Triggers when a user is deleted.
Trigger
Instant
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User Payment Received
Triggers when a payment has been received by a user.
Trigger
Instant
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- Usernames
- Emails
- User IDs
Action
Write
- UsernameRequired
- ContentRequired
Action
Write
- UsernameRequired
- Email AddressRequired
- Password
- Name
- Avatar URL
- Suppress Email
Action
Write
Delete Post
Deletes a Post.
Action
Write
- Find user by username
- Find User By Email
Action
Write
- ContentRequired
Action
Write
- Find User By Username
- Find User By Email Address
- New Username
- New Email Address
- Password
- Name
- Avatar URL
Action
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
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
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
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New Post
Triggers when a new post is created.
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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Post Deleted
Triggers when a post is deleted.
Trigger
Instant
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Topic Deleted
Triggers when a topic is deleted.
Trigger
Instant
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User Approved
Triggers when a user is approved.
Trigger
Instant
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User Email Verified
Triggers when a user verifies their email address.
Trigger
Instant
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User Updated
Triggers when a user is updated.
Trigger
Instant
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- TitleRequired
- Description
- UnlistedRequired
- LockedRequired
- Password
- Link
Action
Write
- Topic TitleRequired
- Topic ContentRequired
- UsernameRequired
Action
Write
Delete Category
Deletes a Category
Action
Write
Delete Topic
Deletes a Topic.
Action
Write
- Usernames
- Emails
- UserIds
Action
Write
- Topic TitleRequired
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 Website Toolbox Community

Organize your discussions into searchable topics and categories under your brand with an independent or embedded community forum.

Help

Related categories

Website Builders

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Redtail CRM + Website Toolbox Community

Update Website Toolbox Community posts when Redtail CRM contacts change

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

Message Created

New Topic

Post Approved

Post Updated

Topic Updated

User Deleted

User Payment Received

Add to User Group

Usernames

Emails

User IDs

Create Post

UsernameRequired

ContentRequired

Create User