Connect RotaCloud and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for RotaCloud
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of RotaCloud and Redtail CRM
Enable Integrations or automations with these events of RotaCloud and Redtail CRM
Actions
Update User
Update an existing user by user id
Delete a User
Delete an existing user by user id
Create Shift
Creates a shift within RotaCloud.
Create Role
Creates a role within RotaCloud.
Create Location
Creates a location within RotaCloud.
Create Leave
Creates leave within RotaCloud.
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Frequently Asked Questions
To start, connect both your RotaCloud and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in RotaCloud triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how RotaCloud 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 RotaCloud 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 RotaCloud 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 RotaCloud
Automate and streamline your staff scheduling and time management with RotaCloud integration.
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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