Attio + Redtail CRM

Update Attio persons when Redtail CRM contacts are modified

Keep your Redtail CRM contacts and Attio database in sync with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation will find or create a person in Attio, ensuring your records are always up-to-date. No more manual data entry - just a smooth connection between your contact management platforms.

When this happens...
Contact Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create Record
Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
ActionWrite

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Supported triggers and actions

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.
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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
- ListRequired
Trigger
Instant
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- ObjectRequired
Trigger
Instant
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- ObjectRequired
Trigger
Instant
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- ListRequired
Action
Write
- ListRequired
Action
Write
- ObjectRequired
Action
Write
- ContentRequired
- Deadline
- Assignees
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- Task IDRequired
- Deadline
- Is Completed
- Assignees
Action
Write
- ObjectRequired
Action
Search

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
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- 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
- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ObjectRequired
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- ObjectRequired
Action
Write
- ObjectRequired
- Parent record IDRequired
- Note titleRequired
- Note contentRequired
- Created at
Action
Write
- Storage providerRequired
- Record typeRequired
- Record IDRequired
- Folder IDRequired
- Drive ID
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- ObjectRequired
- Record IDRequired
Action
Write
- ListRequired
Action
Search

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Update Attio companies when Redtail CRM contacts are modified

Create or update Attio persons when new Redtail CRM activities are added

Attio + Redtail CRM

Update Attio persons when Redtail CRM contacts are modified

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

List Entry Deleted

Record Created

Record Updated

Create or Update List Entry by Parent Record

Create List Entry

Create Record

Create Task

Update List Entry

Update Task

Find Record

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

List Entry Created

List Entry Updated

Record Deleted

Task Created

Create or Update Record

Create Note

Create Storage Location

Delete List Entry

Update Record

Find List Entry

About Attio

Related categories

Similar apps

Zapier Interfaces

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates