Connect Sensible and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Extraction
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of Sensible and Redtail CRM
Enable Integrations or automations with these events of Sensible and Redtail CRM
Triggers
New Document Extraction
Triggers when a new document is successfully extracted
Actions
Extract Document
Extract data from a document
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Frequently Asked Questions
To start, connect both your Sensible and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Sensible triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how Sensible 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 Sensible 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 Sensible 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 Sensible
Sensible is a platform designed to streamline and optimize your business processes through intelligent automation and data management. It offers tools to enhance productivity, improve decision-making, and ensure seamless operations.
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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