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164 results found
Please add an automation trigger for the following events
-Writing and/or servicing advisor change
-Client Category change3 votes
Add Automation Trigger for "Created by User"
There are several Automation Trigger requests, most, if not all of them are great ideas. Please also add an Automation Trigger for when an Object or Record is "Created by User".
I specifically want to automate team permissions when a user creates a contact.3 votes
automation email notifications
When an email is sent to users/teams from an automation, it would be helpful to see which CRM name it is associated with in the email. We manage 15 CRMs and have to search for the contact name in each one.1 vote
When and activity linked to a workflow via automation changes date
When and activity linked to a workflow via automation changes date, the new date of the activity should be the new target date for the workflow. For example, if a client review gets rescheduled day-of for a week out and prep work is already completed, move workflow target date so day-of activities are on task list for updated review day.1 vote
We would like Automations to be able to be triggered by incoming email. For instance we want to be able to advertise to clients to send an email with subject line "Withdrawal Request" and Redtail would be able to set an automation that whenever an incoming email with that subject line goes in to Redtail, it will automatically trigger an automation that will launch a pre-defined "Withdrawal Request" workflow that we have built.3 votes
Would be great to automatically send an email using a specific, existing Redtail Email Template once an Activity is created.
i.e. Activity = Client Review. Once created, the Client Review Email Confirmation template would be triggered to send.4 votes
Add "Account Closed" to list of trigger events under automations.
Add "Account Closed" to list of trigger events under automations.10 votes
Automation that will allow me to be notified when someone changes a prospect or client's last name
Automation that will allow me to be notified when someone changes a prospect or client's last name.1 vote
Need more Automation options!!
Specifically for Account status - closed9 votes
New Client Questionnaire upload to create new contact record
Have the ability to upload & map a new client form/questionnaire into a new contact record. You would upload your new client or prospect form that contains all of their personal data, map it to the options in Redtail, then any time a new form gets uploaded it would create a new contact record and automatically populate all of their information. This would cut down on manual data entry time and prevent human error & typos.6 votes
set a Contact Permission when a Contact Status is changed (for example, to client from prospect)
Right now, you can have an automatic contact permission, but only when the contact is created. If you create prospects, and then convert them to clients, there is no way to have a permission created automatically.
Since many of us create "prospects" prior to them becoming "clients", it would be very helpful to have permissions changed when we add certain information such as Social Security number, etc, which we don't have when they are prospects.3 votes
Update workflow automation to treat a modified activity type as a newly created activity
When an activity is created by another app (OnceHub via Zapier), we manually change the activity to a more specific, custom activity type which is linked to an automated workflow, but RedTail doesn't recognize that as a newly created activity, so it doesn't perform the automation and start the workflow. Please update the automation to treat and changes to the activity type as a newly created activity so it can trigger the automation. Thanks.14 votes
automations multiple trigger
Ability to add multiple trigger events for one automation. For instance, if any of several selected events occurs an automation is activated. (i.e. if any of address, phone, or email is changed, a workflow is activated).4 votes
A workflow funnel with automated pop-ups that enable execution of workflow without leaving client profile interface. Include button that says “Complete & move to next step”, and will automatically populate any documents that corresponds with that step, such as a welcome letter, or a follow up letter. The workflow tool needs the feature to link each step to the place where it can be executed without leaving the clients profile. If it could bridge the step to the action and then bridge to the next step, then it would prevent a lot of administrative workflows from falling through the cracks. It’s almost so good, but theres just not enough integration and internal communication around it. If it were more automated and customizable, it would be such a great tool that could streamline client Onboarding processes.
A workflow funnel with automated pop-ups that enable execution of workflow without leaving client profile interface. Include button that says “Complete & move to next step”, and will automatically populate any documents that corresponds with that step, such as a welcome letter, or a follow up letter. The workflow tool needs the feature to link each step to the place where it can be executed without leaving the clients profile. If it could bridge the step to the action and then bridge to the next step, then it would prevent a lot of administrative workflows from falling through the cracks.…18 votes
I feel it would be a great idea to be able to create an automation that will generate weekly reports for workflows and workflow tasks. This will help with weekly organization.12 votes
Automation condition based on "activity Template"
If I am using a specific activity template like a "discovery Meeting Template" or an "annual Review Meeting template" I feel like we should be able to automate the corresponding workflow template for that activity template as well.
Selecting the workflow in the "do this action" tab already exists. It is the "Activity Template" that is missing from the "if conditions true" tab.36 votes
We are moving from Intulse to Brytecall and would like to have the click to call feature with Redtail using Brytecall
Please add Brytecall to the list of VOIP providers that works with Redtail integrations. Thank you!1 vote
Need a way to directly intergrate Redtail with other applications. Zapier needs to be built out so that when we update a contact from lead -> client of vice versa it can update other applications. For example, if I put a tag into someone in Redtail, I would like the tag to be able to "zap" to my email list (currently using ActiveCampaign). Would love it if it also copied the email sent from AC to Redtail. We need more flexibility like salesforce has.10 votes
We would like to suggest adding an automation where upon completion of a specific workflow, it will launch a specific Activity Template for that individual client.37 votes
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