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1. Custom Trigger Events

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   18 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Jeff Halverson supported this idea  ·  Oct 23, 2025

2. Feature Request: Trigger Automation When an Account Changes From $0 Balance to “Funded”

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Jeff Halverson shared this idea  ·  Oct 17, 2025