Connect Monetizze and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Monetizze
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of Monetizze and Redtail CRM
Enable Integrations or automations with these events of Monetizze and Redtail CRM
Actions
Search Transactions
Get all transactions, filtering by product, sales code (transaction), sale start date, completion date, status, payment method with the possibility of paginating the results.
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Frequently Asked Questions
To start, connect both your Monetizze and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Monetizze triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how Monetizze 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 Monetizze 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 Monetizze 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 Monetizze
Monetizze is a versatile payment platform that also integrates affiliate marketing. It allows users to become either product creators or affiliates, enabling the sale of digital and physical products. With Monetizze, you can manage your payments, subscriptions, and affiliate relationships in one place, making it ideal for businesses looking to sell info products, physical items, or run affiliate programs.
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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