Connect Schedule It to Redtail CRM and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Schedule It to Redtail CRM with a Zapier template.

Our most popular template

Update resources in Schedule It when contacts are updated in Redtail CRM
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Redtail CRM + Schedule It
Create resources in Schedule It for new Redtail CRM activities
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Redtail CRM + Schedule It

Update resources in Schedule It when contacts are updated in Redtail CRM

Details

Try it

Redtail CRM + Schedule It

Create resources in Schedule It for new Redtail CRM activities

Details

Try it

Redtail CRM + Schedule It

How Zapier works

Zapier makes it easy to integrate Schedule It with Redtail CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Schedule It

A trigger is an event that starts your Zap and runs the workflow. For example, with Schedule It, a trigger could be "New Event/Task."

A trigger is the event that kicks off your automated workflow.

Setup an action from Redtail CRM

An action is what takes place after the automation is triggered. For example, with Redtail CRM, the action could be "Create Activity."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Schedule It to Redtail CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Schedule It and Redtail CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Schedule It and Redtail CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Which Resources Schedule?
Trigger
Instant
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- Which Resources Schedule?
Trigger
Instant
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New Resource
Triggers when a new resource is added.
Trigger
Instant
Try It
Updated Resource
Triggers when a resources details are updated.
Trigger
Instant
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- Name
  Required
- Resource Schedule
  Required
- Email Address
- Can Be Double Booked
- Warn if Double Booked
- Details 1
- Details 2
- Details 3
- Details 4
- Details 5
- Details 6
- Details 7
- Details 8
- Details 9
- Details 10
- Location
- Map Location Is a Destination
- Background Color
- Text Color
Action
Write

- Existing Event/Task
  Required
Action
Write
- Existing Event/Task
  Required
- Name
  Required
- Resource Schedule
  Required
- Email Address
- Can Be Double Booked
- Warn if Double Booked
- Details 1
- Details 2
- Details 3
- Details 4
- Details 5
- Details 6
- Details 7
- Details 8
- Details 9
- Details 10
- Location
- Text Color
- Background Color
Action
Write

- Search Type (for text fields)
  Required
- Name
  Required
- Existing Event/Task
  Required
Action
Search
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
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
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Existing Event/Task
  Required
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity 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

- Which Resources Schedule?
Trigger
Instant
Try It
- Which Resources Schedule?
Trigger
Instant
Try It
Deleted Resource
Triggers when a resource is deleted.
Trigger
Instant
Try It
- Resource Schedule
  Required
- Start Date & Time
- End Date & Time
- Title/Subject
- Notes
- Location
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Background Color
- Text Color
Action
Write
- Resource Schedule
  Required
- Start Date & Time
- Title/Subject
- Notes
- Location
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
Action
Write
- Existing Event/Task
  Required
- Resource Schedule
  Required
- Start Date & Time
- End Date & Time
- Title/Subject
- Notes
- Location
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Background Color
- Text Color
Action
Write
- Search Type (for text fields)
  Required
- Existing Event/Task
  Required
- Start Date & Time
- End Date & Time
- Title/Subject
- Resource Schedule
  Required
- Notes
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
Action
Search
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity 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
- Existing Event/Task
  Required
- Subject
  Required
- Description
- Activity Type
- Activity Category
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Location
- Priority
- Importance
Action
Write
- Existing Event/Task
  Required
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

About Schedule It

Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.

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Related categories

Scheduling & Booking

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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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Connect Schedule It to Redtail CRM and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Update resources in Schedule It when contacts are updated in Redtail CRM

Create resources in Schedule It for new Redtail CRM activities

Update resources in Schedule It when contacts are updated in Redtail CRM

Create resources in Schedule It for new Redtail CRM activities

How Zapier works

Select a trigger from Schedule It

Setup an action from Redtail CRM

That’s it! You just connected Schedule It to Redtail CRM

Connect Schedule It and Redtail CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Schedule It and Redtail CRM to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier