Redtail CRM + vFairs

Create attendee accounts in vFairs for new Redtail CRM activities

Effortlessly connect your Redtail CRM and vFairs apps with this seamless workflow. When a new activity is created in Redtail CRM, an attendee account will be generated in vFairs, saving you time and ensuring a smooth registration process for your virtual events. Streamline your event management with this simple, yet effective, automation.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create Attendee Account
Create a new Attendee account in vFairs
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
New or Update Registered on Lead Capture App
Triggered when a new lead is registered or update through the vFairs Lead Capture App
Trigger
Polling
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New Attendee Registers on vFairs
Triggers when a new attendee registers on your vFairs event.
Trigger
Polling
Try It
New Lead Registered on Lead Capture App
Triggered when a new lead is registered through the vFairs Lead Capture App
Trigger
Polling
Try It
Create Attendee Account
Create a new Attendee account in vFairs
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
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
New or Update Attendee on vFairs
Triggers when a new attendee registers or attendee profile updated on your vFairs event
Trigger
Polling
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New or Update Speaker on vFairs
Triggers when a new speaker registers or speaker profile updated on your vFairs event
Trigger
Polling
Try It
New Exhibitor Registers on vFairs
Triggers when a new exhibitor registers on your vFairs event.
Trigger
Polling
Try It
New or Update Speaker on vFairs
Create or Update Speaker account in vFairs
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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