Connect openscreen and Redtail CRM to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for openscreen
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Integrate openscreen with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your openscreen and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in openscreen triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how openscreen 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 openscreen 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 openscreen 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 openscreen
Openscreen transforms supply chain, e-commerce, and customer engagement processes with end-to-end QR Code enabled solutions.
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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