CloudKii + Redtail CRM

Create CloudKii app licenses from new Redtail CRM activities

Effortlessly manage your client relationships with this seamless Redtail CRM to CloudKii automation workflow. Whenever there's a new activity created in Redtail CRM, this workflow will instantly generate an App License in CloudKii. Stay organized and save time by combining your CRM and licensing processes in one smooth operation.

Effortlessly manage your client relationships with this seamless Redtail CRM to CloudKii automation workflow. Whenever there's a new activity created in Redtail CRM, this workflow will instantly generate an App License in CloudKii. Stay organized and save time by combining your CRM and licensing processes in one smooth operation.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    CloudKiiCloudKii
    Create App License

    Create an App License using person's email and your CloudKi API Key

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About CloudKii

CloudKii empowers you to take control over your extension business.

Related categories

  • Marketing Automation

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redtailcrm logo
redtailcrm logo

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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