Redtail CRM

• New Redtail CRM contactRuns when a contact is added to Redtail CRM.
• Redtail CRM contact updatedRuns when a contact is changed in Redtail CRM (a new status, address, phone or any other field), once per change.
• New Redtail CRM activityRuns when a task, appointment or call is added to the Redtail CRM calendar.
• Redtail CRM activity updatedRuns when an activity is changed in Redtail CRM (moved, renamed, completed or anything else), once per change.
• Redtail CRM activity completedRuns when a task, appointment or call is marked complete in Redtail CRM.
• New Redtail CRM noteRuns when a note is added in Redtail CRM.
• New Redtail CRM opportunityRuns when an opportunity is added in Redtail CRM.
• Redtail CRM opportunity stage changedRuns when an opportunity moves to another stage in Redtail CRM, with the stage it had before.
• New Redtail CRM workflowRuns when a workflow is started in Redtail CRM.
• Redtail CRM workflow completedRuns when a workflow in Redtail CRM is completed.
• Redtail CRM workflow task completedRuns when a task in a Redtail CRM workflow is marked complete.

• Search contactsFind contacts by name, email, phone, status, category, type, tag group or account number, or the ones changed since a time, with their emails, phones and addresses.
• Get contactGet one contact with their emails, phones, addresses, household, tag groups and important information.
• Create contactAdd a person or business to Redtail CRM, with an email, phone and address, a status, category, source and advisors.
• Update contactChange a contact's name, job title, dates, status, category, source or advisors. Fields left empty keep their value.
• Add contact emailAdd an email address to a contact, and make it their primary one if you like.
• Add contact phoneAdd a phone number to a contact, and make it their primary one if you like.
• Add contact addressAdd a postal address to a contact, and make it their primary one if you like.
• Add noteAdd a note to a contact's record, in a category, pinned if you like, and tell a user about it.
• List contact notesList a contact's notes, newest first, as text.
• List activitiesList calendar activities (tasks, appointments and calls) by date, contact, attendee or whether they are done, or the ones changed since a time.
• Get activityGet one activity with its time, linked contacts and attendees.
• Create activityPut a task, appointment or call on the calendar, linked to a contact, with attendees.
• Update activityChange an activity's subject, type, time, category, description or location. Fields left empty keep their value.
• Complete activityMark an activity as completed.
• List opportunitiesList opportunities, for one contact or at one stage, with their amount and linked contacts.
• Create opportunityAdd an opportunity for a contact, with its stage, type, source, amount, probability and close date.
• Update opportunityMove an opportunity to another stage, or change its amount, probability, close date or other details. Fields left empty keep their value.
• Start workflowStart a workflow from one of your templates, for a contact, with a due date and the user it is assigned to.
• List workflowsList open or completed workflows, or one contact's, with their steps and tasks.
• Get workflowGet one workflow with its steps and every task, done or open.
• Complete workflow taskComplete a task in a workflow, by its name or id. When it is the last task of a step that needs an outcome, the step finishes with the outcome given.
• Add contact to tag groupAdd a contact to one of your tag groups (Redtail's lists of contacts).
• Create householdGroup contacts into a household (Redtail's family): a head of household, a spouse, children and others.
• Get database listRead one of your Redtail database lists (statuses, categories, sources, activity types, opportunity stages and types, advisors, users), or your tag groups or workflow templates, as ids and names.
• Delete recordDelete a contact, activity, opportunity, workflow or household. There is no undo.

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