Pluvo + Redtail CRM

Create Pluvo e-learning users from new Redtail CRM contacts

Effortlessly streamline your client onboarding process with this Redtail CRM and Pluvo automation. Whenever a new contact is added in Redtail CRM, they will be enrolled in an e-learning course in Pluvo, saving you time and ensuring a smooth introduction to your services. Enhance your customer experience and simplify your workflow with this powerful combination.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add User to E-Learning
Add user to e-learning.
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
Module Group File Uploaded
Triggers when a file is uploaded in a learning journey
Trigger
Instant
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Delete Group
Triggers when a group is deleted.
Trigger
Instant
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Create E-Learning
Triggers when e-learning is created.
Trigger
Instant
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Update E-Learning
Triggers when e-learning is updated.
Trigger
Instant
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Delete User
Triggers when a user is deleted.
Trigger
Instant
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- User ReferenceRequired
- Group referenceRequired
Action
Write
- Group update
- Group referenceRequired
- Name
- Enable Chat
Action
Write
- User referenceRequired
- E-Learning referenceRequired
Action
Write
- User update
- User referenceRequired
- Name
- Email
- Active
Action
Write
- Progress search
- Since
- User reference
Action
Search
- User referenceRequired
Action
Search
- E-Learning referenceRequired
- TitleRequired
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Search or 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
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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
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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
Module Group Unlocked
Triggers when a module group in a learning journey is unlocked
Trigger
Instant
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Create Group
Triggers when a group is created.
Trigger
Instant
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Update Group
Triggers when a group is updated.
Trigger
Instant
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Delete E-Learning
Triggers when e-learning is deleted.
Trigger
Instant
Try It
Create User
Triggers when a user is created.
Trigger
Instant
Try It
Update User
Triggers when a user is updated.
Trigger
Instant
Try It
- User ReferenceRequired
- Group referenceRequired
Action
Write
- User referenceRequired
- E-Learning referenceRequired
- Send invite
Action
Write
- E-Learning update
- E-Learning referenceRequired
- Title
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Write
- Group referenceRequired
Action
Search
- E-Learning referenceRequired
Action
Search
- Group referenceRequired
- NameRequired
- Enable Chat
Action
Search or write
- User referenceRequired
- NameRequired
- EmailRequired
- Active
- Send invite
Action
Search or write

About Pluvo

Pluvo is an all-in-one learning platform that lets you create beautiful online courses that leave an unforgettable impression. For every budget and every learning challenge.

Related categories

Online Courses

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create e-learning users in Pluvo when new activities are added in Redtail CRM

Update Pluvo users when Redtail CRM contacts are updated

Pluvo + Redtail CRM

Create Pluvo e-learning users from new Redtail CRM contacts

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

Module Group File Uploaded

Delete Group

Create E-Learning

Update E-Learning

Delete User

Add User to Group

Update Group

Remove User From E-Learning

Update User

Get Progress

Find or Create User

Search or create e-learning

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

Module Group Unlocked

Create Group

Update Group

Delete E-Learning

Create User

Update User

Remove User From Group

Add User to E-Learning

Update E-Learning

Find or Create Group

Find or Create E-Learning

Search or create group

Search or create user

About Pluvo

Related categories

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates