Completely expand the capabilities of the standard Redtail - Zapier integration. Review the standard/custom integration overview here.

What it can do:

• Triggers
  • On, before or after contact birthday
  • 'x' days before upcoming review date (up to 31 days)
    
    
• Search
  • Find Account
  • Find Account Asset
  • Find Activity (including events and tasks)
  • Find Contact
  • Find Contact Note
  • Find Family (NEW)
  • Find Opportunity (NEW)
  • Find Tag Group
  • Find Workflow
  • Find Workflow Step Outcome
    
    
• Actions
  • Add Contact to Tag Group
  • Complete Workflow Step
  • Complete Workflow Task
  • Create Account
  • Create Activity (including events and tasks)
  • Create Contact
  • Create Contact Note
  • Create Family
  • Create Tag Group (NEW) 
  • Create Workflow Run
  • Delete Tag Group (NEW)
  • Delete Workflow Run
  • Remove Contact from Tag Group (NEW)
  • Update Activity (including events and tasks)
  • Update Contact (including custom fields)
  • Update Family
  • Update Tag Group (NEW)
  • Update Workflow Run Details (NEW)
  • Update Workflow Step (NEW)

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. The product does NOT include any Zap Templates.