Connect Tidyhire and Redtail CRM to Build Intelligent Automations

Choose a Trigger

Tidyhire

When this happens...

Choose an Action

Redtail CRM

Automatically do this!

Enable Integrations or automations with these events of Tidyhire and Redtail CRM

Enable Integrations or automations with these events of Tidyhire and Redtail CRM

Triggers

New Candidate

New Candidate

Trigger when new candidate is added in project .

Request a new Trigger for Tidyhire

Actions

Get Project Detail

Get Project Detail

Get Project Detail

Get Candidate Detail

Get Candidate Detail

Get Candidate Detail

Get all Candidate by Project Id

Get all Candidate by Project Id

Get all Candidate by Project Id

Create New Project

Create New Project

Create New Project

Change Candidate Stage Bulk

Change Candidate Stage Bulk

Change Candidate Stage Bulk

Request a new Action for Tidyhire

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Frequently Asked Questions

How do I start an integration between Tidyhire and Redtail CRM?

To start, connect both your Tidyhire and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Tidyhire triggers actions in Redtail CRM (or vice versa).

Can we customize how data from Tidyhire is recorded in Redtail CRM?

Absolutely. You can customize how Tidyhire 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.

How often does the data sync between Tidyhire and Redtail CRM?

The data sync between Tidyhire and Redtail CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Tidyhire to Redtail CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Tidyhire and Redtail CRM?

Yes, you can set conditional logic to control the flow of data between Tidyhire 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.

Tidyhire

About Tidyhire

Tidyhire is a comprehensive platform designed to streamline the recruitment process, making it easier for businesses to find and hire the right talent. It offers tools for job posting, candidate tracking, and communication, ensuring a smooth and efficient hiring experience.

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Redtail CRM

About 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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