Redtail CRM + Website Toolbox Community

Create posts in Website Toolbox Community for new contacts in Redtail CRM

Easily connect Redtail CRM to your Website Toolbox Community with this automation. Whenever a new contact is created in Redtail CRM, a post will be generated in your Website Toolbox Community, keeping your online community informed and engaged with your latest contact updates. Save time and streamline your processes with this simple workflow.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create Post
Creates a new Post
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
Message Created
Triggers when a new message is created.
Trigger
Instant
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New Topic
Triggers when a new topic is created.
Trigger
Instant
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Post Approved
Triggers when a post is approved.
Trigger
Instant
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Post Updated
Triggers when a post is updated.
Trigger
Instant
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Topic Updated
Triggers when a topic is updated.
Trigger
Instant
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User Deleted
Triggers when a user is deleted.
Trigger
Instant
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User Payment Received
Triggers when a payment has been received by a user.
Trigger
Instant
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- Usernames
- Emails
- User IDs
Action
Write
- UsernameRequired
- ContentRequired
Action
Write
- UsernameRequired
- Email AddressRequired
- Password
- Name
- Avatar URL
- Suppress Email
Action
Write
Delete Post
Deletes a Post.
Action
Write
- Find user by username
- Find User By Email
Action
Write
- ContentRequired
Action
Write
- Find User By Username
- Find User By Email Address
- New Username
- New Email Address
- Password
- Name
- Avatar URL
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
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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
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
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New Post
Triggers when a new post is created.
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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Post Deleted
Triggers when a post is deleted.
Trigger
Instant
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Topic Deleted
Triggers when a topic is deleted.
Trigger
Instant
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User Approved
Triggers when a user is approved.
Trigger
Instant
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User Email Verified
Triggers when a user verifies their email address.
Trigger
Instant
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User Updated
Triggers when a user is updated.
Trigger
Instant
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- TitleRequired
- Description
- UnlistedRequired
- LockedRequired
- Password
- Link
Action
Write
- Topic TitleRequired
- Topic ContentRequired
- UsernameRequired
Action
Write
Delete Category
Deletes a Category
Action
Write
Delete Topic
Deletes a Topic.
Action
Write
- Usernames
- Emails
- UserIds
Action
Write
- Topic TitleRequired
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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