AddEvent + Redtail CRM

Update AddEvent events when Redtail CRM contacts are modified

Keep your events organized and up-to-date with this Redtail CRM and AddEvent workflow. Whenever a contact is updated in Redtail CRM, an event will be created in AddEvent, ensuring your calendar stays in sync with your latest contact information. Save time and streamline your event management process with this easy-to-use automation.

When this happens...
Contact Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create Event
Creates a new event on your AddEvent calendar.
ActionWrite

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Supported triggers and actions

What does this mean?

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Filter by event(s)
- Filter by calendar(s)
- Attendee status
Trigger
Scheduled
Try It
- TitleRequired
- Calendar
- Start date & timeRequired
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Color
- Landing page template
- RSVP enabled?
- RSVP form
- Organizer name
- Organizer email
Action
Write
- EventRequired
- Title
- Calendar
- Start date & time
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Color
- Landing page template
- RSVP enabled
- RSVP form
- Organizer name
- Organizer email
Action
Write
- Search term
- Events
- Calendars
- Minimum date & time
- Maximum date & time
- TitleRequired
- Calendar
- Start date & timeRequired
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Color
- Landing page template
- RSVP enabled?
- RSVP form
- Organizer name
- Organizer email
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Filter by calendar(s)
- Subscriber status
Trigger
Scheduled
Try It
- TitleRequired
- Start date & timeRequired
- End date & time
- Timezone
- All day event?
- Recurring rule
- Location
- Description
- Landing page template ID
- Reference
Action
Write
- Event
Action
Write
- Search term
- Events
- Calendars
- Minimum date & time
- Maximum date & time
Action
Search

About AddEvent

AddEvent is an add to calendar service on the internet. We handle millions of events every year for businesses around the world.

Learn more

Related categories

Event Management

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.

Learn more