Completely expand the capabilities of the standard Redtail - Zapier integration.

What it can do:

• Triggers
  • On, before or after contact birthday
  • 'x' days before upcoming review date (up to 31 days)
    
    
• Search
  • Find Activity (including events and tasks)
  • Find Contact
  • Find Contact Note
  • Find Workflow
  • Find Workflow Step Outcome
    
    
• Actions
  • 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.