Create integrations between Virtually and Redtail CRM to automate any workflow
Create your first workflow
Quickly automate workflows with Virtually and Redtail CRM using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Attendance Record
Triggers when a new record of student attendance occurs for one of your events.
Try ItNew Tag
Triggers when a new tag is created.
Try ItEmail AddressRequired
Activity Created
Triggers when a new activity is created in your database.
Try It
New Survey Response Record
Triggers when a new record of student survey response occurs for one of your events.
Try ItEvent NameRequired
Properties
Member IdentiferRequired
Email AddressRequired
Full NameRequired
Tags
Active / Inactive
Activity Deleted
Triggers when an activity is deleted in your database.
Try It