Connect Sketch and Redtail CRM to Build Intelligent Automations
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- Request a new Trigger for Sketch
Choose an Action
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- Request a new Action for Redtail CRM
Integrate Sketch with your favorite apps
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Frequently Asked Questions
To start, connect both your Sketch and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Sketch triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how Sketch 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 Sketch 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 Sketch 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 Sketch
Sketch is a leading design platform that empowers designers to create, prototype, and collaborate on digital products. It offers a comprehensive suite of tools for vector editing, prototyping, and collaboration, making it an essential tool for UI/UX designers.
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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