Completely expand the capabilities of the standard Redtail - Zapier integration.
What it can do:
- On, before or after contact birthday
- 'x' days before upcoming review date (up to 31 days)
- Find Activity (including events and tasks)
- Find Contact
- Find Contact Note
- Find Workflow
- Find Workflow Step Outcome
- Create Activity (including events and tasks)
- Create Contact
- Create Contact Note
- Create Workflow
- Update Contact
- Update Activity (including events and tasks)
- Complete Workflow Step
- Complete Workflow Task
For example, if you want to update an existing contact record from lead status to contact status when you receive an onboarding questionnaire or associate a contact record to a calendar event, now you can.
This is a one-time fee to access the custom integration and any future updates.