Connect FlowFast and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Space
New Comment
New Card
New Column
New Board
Update Board
Update Comment
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of FlowFast and Redtail CRM
Enable Integrations or automations with these events of FlowFast and Redtail CRM
Triggers
New Space
Triggers when new Space is Created.
New Comment
Trigger when new Comment is Created on Card.
New Card
Triggers when new Card is Created.
New Column
Triggers when new Column is Created in Board.
New Board
Triggers when new Board is Created in Space.
Update Board
Triggers when an Existing Board is Updated in Space.
Actions
Create Card
Creates a New Card.
Add Comment to Card
Add Comment to an Existing Card.
Create Space
Creates a New Space.
Delete Card
Delete an Existing Card.
Add Tag
Add Tag on Card.
Remove Tag From Card
Remove a Tag From Card.
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Frequently Asked Questions
To start, connect both your FlowFast and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in FlowFast triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how FlowFast 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 FlowFast 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 FlowFast 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 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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