Fattura24 + Redtail CRM

Create documents in Fattura24 for new Redtail CRM activities

Streamline your client activities and document management with this efficient workflow that connects Redtail CRM and Fattura24. When a new activity is created in Redtail CRM, this automation generates a corresponding document in Fattura24, simplifying data entry tasks and ensuring your records stay organized and up-to-date. Enjoy effortless organization with this seamless integration.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create Document
Creates an order, receipt, or invoice document.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

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
- Document TypeRequired
- Vat Chargeability
- Document Date
- Codice Destinatario
- Indirizzo PEC
- Send EmailRequired
- Amounts FormatRequired
- Total AmountRequired
- Total Vat Amount
- Object
- Foot Notes
- Pdf Template
- Invoice Number format
- Order id
- Currency
- FE Virtual Stamp
- Additional Data (JSON)
- Customer NameRequired
- Customer Address
- Customer City
- Customer Province
- Customer Postcode
- Customer Country
- Customer Fiscal Code
- Customer Vat Number
- Customer Email
- Customer Telephone Number
- Delivery Name
- Delivery Address
- Delivery Postcode
- Delivery City
- Delivery Province
- Delivery Country
- Product ID
- Product NameRequired
- Product Quantity
- Product PriceRequired
- Product Discount Percent
- Product Vat Value
- Product Vat Description
- Product Vat Nature
- Product Price Includes TaxesRequired
- Product Vat TypeRequired
- Product Pdc
- Shipping Method Description
- Shipping Amount
- Shipping Discount Amount
- Shipping Vat Value
- Shipping Vat Description
- Shipping Vat Nature
- Shipping Amount Includes Taxes
- Shipping Vat Type
- Paid
- Payment Date
- Payment Method Options
- Payment Method Name
- Payment Method Description
Action
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
- Name
- Email
- Contact Type
- Pec Address
- Destination Code
- Fiscal Code
- Vat Code
- Address
- Postcode
- City
- Province
- Country
- Smartphone Number
- Telephone number
- Website
- Bank Name
- Contact IBAN number
- Reference
Action
Write
- Payment Method Name
- Payment Method Description
- Total Without TaxRequired
- Vat AmountRequired
- TotalRequired
- Foot Notes
- PriceRequired
- Vat CodeRequired
- Vat DescriptionRequired
Action
Write

About Fattura24

Fattura24 is an application available for web and mobile that helps entrepreneurs send invoices, track expenses, manage their clients and do many other things.

Learn more

Related categories

Accounting

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