Redtail CRM + Stannp

Generate letters in Stannp for updated contacts in Redtail CRM

Effortlessly keep your mailing list up-to-date with this Redtail CRM and Stannp integration. When a contact is updated in Redtail CRM, this workflow will create a letter in Stannp with the new information, ensuring your mailing campaigns stay current and relevant. Spend less time manually updating your list and more time engaging with your clients.

When this happens...
Contact Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create Letter
Creates a letter which is then printed and dispatched.
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
- Group NameRequired
Action
Write
- TestRequired
- Recipient Address 1Required
- Recipient Address 2
- Recipient Town
- Recipient County / State
- Recipient Postal CodeRequired
- Recipient Country Code
- Postcard Size
- Front
- Template
- Back Message
- Signature
- Addons
- Recipient Title
- Recipient First Name
- Recipient Lastname / Fullname
- Recipient Company
- Recipient Job Title
- Idempotency Key
- Tags
Action
Write
- Start dateRequired
- End dateRequired
- Filter by Status
- Filter by Tags
Action
Write
- Recipient Address 1Required
- Recipient Address 2
- Recipient TownRequired
- Recipient County / StateRequired
- Recipient Postal Code / Zip codeRequired
- Recipient Country CodeRequired
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
- GroupRequired
- What Do We Do With DuplicatesRequired
- How should we match duplicatesRequired
- Address Line 1Required
- Postal CodeRequired
- Title
- First Name
- Last Name or Full Name
- Job Title
- Company
- Address Line 2
- Address Line 3
- Town or City
- County or State
- Country Code
- Idempotency Key
Action
Write
- TestRequired
- Recipient Address 1Required
- Recipient Address 2
- Recipient Town
- Recipient County / State
- Recipient Postal CodeRequired
- Recipient Country Code
- Recipient Title
- Recipient Firstname
- Recipient Lastname / Fullname
- Recipient Job Title
- Recipient Company
- File
- Template
- Pages
- Duplex
- Transactional
- Addons
- Size
- Idempotency Key
- Tags
Action
Write
- TestRequired
- Recipient ID
- Size
- Front
- Template
- Addons
- Tags
Action
Write
- Start dateRequired
- End dateRequired
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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