PreciseFP + Redtail CRM
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TypeRequired
Pipeline StageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TypeRequired
Related Team
Client First NameRequired
Client Last NameRequired
Client EmailRequired
Client Phone Number
Co-Client First Name
Co-Client Last Name
Co-Client Email
Co-Client Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Authentication Method
AccountRequired
ContactRequired
Secondary ContactRequired
Send New Engagement EmailRequired
Enable Periodic Email RemindersRequired
Enable Thank You EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccount IdRequired
TypeRequired
Related Team
Client First NameRequired
Client Last NameRequired
Client EmailRequired
Client Phone Number
Co-Client First Name
Co-Client Last Name
Co-Client Email
Co-Client Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a new contact is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when an existing contact is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
Start DateRequired
End DateRequired
All DayRequired
Activity Type
Activity Category
Location
Description
Email Address
Priority
Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Assigned To
Stage
Email Address
Projected Revenue
Actual Revenue
Probability
Amount
Close Date
Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Template
Include Engagement DataRequired
Include PDF Copy of Engagement
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Pipeline StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
TypeRequired
Related Team
Client First NameRequired
Client Last NameRequired
Client EmailRequired
Client Phone Number
Co-Client First Name
Co-Client Last Name
Co-Client Email
Co-Client Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundActivity Created
Triggers when a new activity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Deleted
Triggers when a new contact is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Created
Triggers when a new opportunity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Subject
Description
Activity Type
Activity Category
Start Date
End Date
All Day
Location
Priority
Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Name
Description
Assigned To
Stage
Email Address
Projected Revenue
Actual Revenue
Probability
Amount
Close Date
Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About PreciseFP
Related categories
About Redtail CRM
Related categories
Related Zap Templates
- Create Redtail CRM contacts for new PreciseFP clients and prospects
- Add projects in PreciseFP when new contacts are created in Redtail
- Create Redtail CRM activities for new PreciseFP form engagements
- Create new contacts in Redtail CRM from new form engagements completed in PreciseFP
- Update contacts in Redtail CRM for new clients/prospects in PreciseFP