Bluetick.io + Redtail CRM

Update Bluetick.io custom fields when Redtail CRM contacts are updated

Keep your contacts' information consistent across platforms with this efficient workflow between Redtail CRM and Bluetick.io. When a contact is updated in Redtail CRM, this automation will set a custom field in Bluetick.io with the updated information. Save time and avoid manually updating contact details, ensuring a seamless experience for better customer management.

When this happens...
Contact Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Set Custom Field
Adds or updates a Custom Field on an existing Contact.
ActionWrite

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Supported triggers and actions

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
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
- Sequence
Trigger
Instant
Try It
- Sequence
- Exclude Duplicates?
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- SequenceRequired
- Starting Step
- From Email Address
- Contact Email AddressRequired
- ContactHelp
- First Name
- Last Name
- Title or Position
- Company Name
- Create/Update Custom Fields
Action
Write
- Primary Email AddressRequired
- First Name
- Last Name
- Title or Position
- Company Name
Action
Write
- ContactRequired
- SequenceRequired
- ActionRequired
Action
Write
- ContactRequired
- Primary Email AddressRequired
- First Name
- Last Name
- Title or Position
- Company Name
Action
Search or 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
- Sequence
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- ContactRequired
- SequenceRequired
Action
Write
- ContactRequired
- Custom Field NameRequired
- Custom Field Value
Action
Write
- ContactRequired
Action
Search

About Bluetick.io

Bluetick.io is an automated email followup tool designed to help move leads through your sales funnel.

Related categories

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