Redtail CRM + Signpost

Create or update Signpost contacts for new Redtail CRM activities

Easily keep your contacts updated between Redtail CRM and Signpost with this efficient workflow. Whenever a new activity is created in Redtail CRM, this automation seamlessly creates or updates the corresponding contact in Signpost, ensuring that your customer information is always up-to-date and consistent across platforms. Save time and maintain accurate records in both systems without any manual effort.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a Contact, or updates the Contact if it already exists.
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
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- 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
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Lifecycle Stage
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- IDRequired
- LabelRequired
- Workflow StageRequired
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Phone NumberRequired
- TimestampRequired
- Duration in Minutes
- Duration in Seconds
- TypeRequired
Action
Write

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
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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
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- TimestampRequired
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email AddressRequired
- TimestampRequired
- Subject
- TypeRequired
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- IDRequired
- LabelRequired
- Start TimestampRequired
- End TimestampRequired
- Workflow StageRequired
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Amount in Dollars
- Amount in Cents
- TimestampRequired
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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