Restya Core Integrations with Redtail CRM through Zapier
Restya Core Integrations with Redtail CRM through Zapier
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.
Triggers
New Board
Data sent to Redtail CRM, when the user creates a new board.
New List
Data sent to Redtail CRM, when the user creates a new list on the board.
New Card
Data sent to Redtail CRM, when the user creates a new card in the list of the board.
New Activity
Data sent to Redtail CRM, when the user performs any activity.
Actions
Create New Activity
Creates a new activity.
Create New Opportunity
Creates a new opportunity.
Create New Contact
Creates a new contact.