Redtail CRM + Workamajig

Redtail CRM + Workamajig integrations

Update Workamajig contacts when Redtail CRM contacts are updated

Keep your Redtail CRM and Workamajig contacts up to date with this seamless workflow. Whenever a contact is updated in Redtail CRM, the contact information will be instantly updated in Workamajig as well. This automation saves time and ensures consistent data across both platforms, allowing you to focus on more important tasks.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Update ContactUpdates a contact.
ActionWrite

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More things you can do with Redtail CRM and Workamajig

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

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
Updated Company
Triggers when a company is updated.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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Update Lead
This trigger gets called when a lead is updated in Workamajig
Trigger
Instant
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Update Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
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- Email
  Required
- Group Name
- Group Key
Action
Write
- First Name
  Required
- Contact Owner
- Last Name
  Required
- Middle Name
- Salutation
- Phone
- Cell
- Title
- Email
- Company Name
- Linked Company Name
- Assistant
- Assistant Phone
- Assistant Email
- Birthday
- Children
- Spouse Name
- Anniversary
- Hobbies
- Twitter Id
- LinkedIn Url
- Comments
Action
Write
- First Name
- Last Name
- Company Name
- Title
- Phone
- Cell
- Email
- Birthday
- Business Address 1
- Business Address 2
- Business Address 3
- Comments
- GL Company
Action
Write
- Subject
  Required
- Contact Name
- Opportunity Owner
- Linked Company Name
- Status
- Stage
- Current Status
- Competitors
- Sale Amount
- Probability
- Comments
- Outside Gross Cost
- Outside Cost Percentage
- Media Gross
- Media Percentage
- Agi
- Sub Amount
- Margin
- Bid
- Bid Date
- Start Date
- Estimated Close Date
- Actual Close Date
- Company Key
- Outcome
- Outcome Comment
- GL Company
- Project Type
Action
Write
- Opportunity Company
  Required
- Opportunity Name
  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
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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
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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- Subject
  Required
- Linked Contact
- Linked Lead
- Opportunity Key
- Completed
- Private
- Activity Date
- Linked Company
- Activity Type
- Notes
Action
Write
- Active
- Comments
- Update Existing
- Company Name
  Required
- Phone
- Fax
- Website
- Address1
- Address2
- City
- State
- Postal Code
- Country
- Primary Contact
- Company Owner
- Company Type
- Source
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Salutation
- Company Name
- Phone
- Cell
- Title
- Email
- Assistant
- Assistant Phone
- Assistant Email
- Birthday
- Spouse Name
- Children
- Anniversary
- Hobbies
- Twitter Id
- LinkedIn Url
- Comments
Action
Write
- Lead Key
- First Name
- Last Name
- Company Name
- Title
- Phone
- Cell
- Email
- Birthday
- Business Address 1
- Business Address 2
- Business Address 3
- Comments
- GL Company
Action
Write
- Subject
  Required
- Competitors
- Sale Amount
- Probability
- Outside Gross Cost
- Outside Cost Percentage
- Media Gross
- Media Percentage
- Agi
- Sub Amount
- Margin
- Bid Date
- Start Date
- Estimated Close Date
- Actual Close Date
- Company Key
- Comments
- Bid
- Contact Name
- Linked Company Name
- Status
- Stage
- Opportunity Owner
- Outcome
- Outcome Comment
- GL Company
- Project Type
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 Workamajig

Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.

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Project Management

Related Zap Templates

Create contacts in Workamajig for new activities in Redtail CRM

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Create contacts in Workamajig for new activities in Redtail CRM