Connect Template To and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of Template To and Redtail CRM
Enable Integrations or automations with these events of Template To and Redtail CRM
Triggers
New Template
Triggers when a new template is created.
Actions
Create File
Creates a PDF or Text files based on the template and data passed provided.
Create Template
Create an existing template.
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Frequently Asked Questions
To start, connect both your Template To and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how Template To 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 Template To 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 Template To 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
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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