Connect Webshipper and Redtail CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Webshipper and Redtail CRM
Enable Integrations or automations with these events of Webshipper and Redtail CRM
Triggers
New Order
Trigger's when an order is created.
Order Updated
Trigger's when an order is updated.
Order Deleted
Trigger's when an order is deleted.
Shipment Created
Trigger's when a new shipment is created.
Shipment Updated
Trigger's when a shipment is updated.
Shipment Deleted
Trigger's when a shipment was deleted.
Actions
Create a User
Create a new user.
Update an User
Update an user by user email.
Delete a User
Delete an user by email address.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Webshipper and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Webshipper triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how Webshipper 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 Webshipper 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 Webshipper 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 Webshipper
Webshipper is a shipping platform for all your shipping needs. Webshipper can help you automate and optimize your shipping flow.
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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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