Connect Arihant PLUS and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Arihant PLUS
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of Arihant PLUS and Redtail CRM
Enable Integrations or automations with these events of Arihant PLUS and Redtail CRM
Actions
Get Order Trail
View your order trail & status
Get Holdings
Fetch all your Demat holdings including symbol, quantity, average buy price, current market value, and P&L from your trading account.
Get Account Funds
Get available account funds
Place Order
Place stock & F&O orders
Get Orders
Fetch order book or status
Find Stocks
Search stocks and get prices
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Frequently Asked Questions
To start, connect both your Arihant PLUS and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Arihant PLUS triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how Arihant PLUS data is recorded in Redtail CRM. This includes choosing which data fields go into which fields of Redtail CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Arihant PLUS and Redtail CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Arihant PLUS and Redtail CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Arihant PLUS
Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.
Learn MoreAbout 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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