Mobile Text Alerts + Redtail CRM

Add new Redtail CRM contacts to a Mobile Text Alerts group as subscribers

Streamline your contact management process by connecting your Redtail CRM to Mobile Text Alerts. With this workflow, whenever a new contact is created in Redtail CRM, they will be automatically added as a subscriber to a group in Mobile Text Alerts. Save time and ensure your contacts receive timely updates and information through text messages without any manual intervention.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add Subscriber to Group
Puts a phone number that has been previously added to a group.
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 Reply
Triggers when a new message reply is received.
Trigger
Instant
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- Phone Number
- Email
- First Name
- Last Name
Action
Write
- NumberRequired
Action
Write
- MessageRequired
- Phone Number
- Groups
Action
Write
- WorkflowRequired
- Phone NumberRequired
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
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- 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
Delivery Status
Triggers when the delivery status of a message is updated.
Trigger
Instant
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Message Sent
Triggers when a new message is sent.
Trigger
Instant
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- Phone NumberRequired
- Group NameRequired
Action
Write
- Phone NumberRequired
- Group NameRequired
Action
Write
- MessageRequired
- LinkRequired
- Phone Number
Action
Write

About Mobile Text Alerts

Mobile Text Alerts allows you send mass SMS text messages to your group.

Learn more

Related categories

Phone & SMS

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