STEP 1
Connect Axonaut and Redtail CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Axonaut and Redtail CRM Integration
Keep Axonaut and Redtail CRM in sync by integrating their events and actions. When crm events happen in Axonaut, update the Redtail CRM automatically - without any line of code in visual workflow builder.
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Learn about Axonaut and Redtail CRM
Detailed info you need to know about Axonaut and Redtail CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Axonaut
Manage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses. [5]
Redtail CRM
Client relationship management software for financial advisors. [6]
How to connect Axonaut to Redtail CRM
Set up your Axonaut and Redtail CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Axonaut and Redtail CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Axonaut and Redtail CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Axonaut and Redtail CRM work in WEXTL?
WEXTL exposes actions and triggers for Axonaut and Redtail CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Axonaut triggersRedtail CRM actions
Axonaut modules
- Add a Document to a CompanyAdds a document, by external URL, to a company.
- Create a CompanyCreates a new company (customer, prospect or supplier) with its address and employees.
- Create a Company AddressCreates a new address for a company.
- Create a Company CategoryCreates a new company category.
- Create a Delivery NoteCreates a new delivery note from an invoice, quotation or order.
- Create an Accounting CodeCreates a new accounting code for sales or purchases.
- Create an EmployeeCreates a new employee (contact person) for a company.
- Create an EventCreates a new event, such as a call, meeting or email, linked to a company or opportunity.
- Create an ExpenseCreates a new expense linked to a supplier or workforce member.
- Create an Expense PaymentRecords a payment against an expense.
- Create an InvoiceCreates a new invoice for a company with its products, dates and discounts.
- Create an Invoice PaymentRecords a payment against an invoice.
- Create an OpportunityCreates a new sales opportunity in a pipeline step.
- Create an Order (Contract)Creates a new order (contract) for a company with its products and recurring invoicing options.
- Create a PipelineCreates a new sales pipeline with its steps.
- Create a ProductCreates a new product with its price, tax rate and stock settings.
- Create a ProjectCreates a new project with its dates, workload and expected cost and revenue.
- Create a QuotationCreates a new quotation for a company with its products, dates and discounts.
- Create a SupplierCreates a new supplier with its address and tax details.
- Create a Supplier ContractCreates a new recurring supplier contract with its expenses.
- Create a TaskCreates a new task with its priority, dates and assigned workforce.
- Create a TicketCreates a new support ticket for a company.
- Create a Time TrackingLogs time spent by a workforce member on a project, task or ticket.
- Delete a CompanyDeletes a company by its ID.
- Delete a Company AddressDeletes a company address by its ID.
- Delete an EmployeeDeletes an employee by its ID.
- Delete an OpportunityDeletes an opportunity by its ID.
- Delete a ProjectDeletes a project by its ID.
- Delete a Supplier Delivery ReceiptDeletes a receipt of a supplier delivery.
- Delete a TaskDeletes a task by its ID.
- Delete a Time TrackingDeletes a time tracking by its ID.
- Download a Delivery NoteDownloads the PDF of a delivery note.
- Download a DocumentDownloads the file of a company document.
- Get a CompanyRetrieves a single company by its ID.
- Get a Delivery NoteRetrieves a single delivery note by its ID.
- Get a DocumentRetrieves a single document by its ID.
- Get a Miscellaneous OperationRetrieves a single miscellaneous operation by its ID.
- Get an EmployeeRetrieves a single employee by its ID.
- Get an ExpenseRetrieves a single expense by its ID.
- Get an InvoiceRetrieves a single invoice by its ID.
- Get an OpportunityRetrieves a single opportunity by its ID.
- Get an Order (Contract)Retrieves a single order (contract) by its ID.
- Get a ProductRetrieves a single product by its ID.
- Get a Product's StockRetrieves the current stock level of a product.
- Get a ProjectRetrieves a single project by its ID.
- Get a QuotationRetrieves a single quotation by its ID.
- Get a SupplierRetrieves a single supplier by its ID.
- Get a Supplier ContractRetrieves a single supplier contract by its ID.
- Get a Supplier DeliveryRetrieves a single supplier delivery by its ID.
- Get a TaskRetrieves a single task by its ID.
Redtail CRM modules
- Add a Comment to a NoteAdds a comment to a note, optionally notifying a user or team.
- Add a Contact to a Tag GroupAdds a contact to a tag group.
- Add a Custom Field Value to a ContactSets a custom field value on a contact.
- Add a Keyword to a ContactAssigns a keyword to a contact.
- Add a Member to a FamilyAdds a contact to a family.
- Add an Attendee to a SeminarAdds a contact as an attendee of a seminar.
- Complete a Workflow StepCompletes a workflow step, with an outcome when the step requires one.
- Complete a Workflow TaskMarks a workflow task complete.
- Create a ContactCreates a new contact, optionally with contact details, keywords, advisor roles, and an allocation model.
- Create a Contact AccountAdds a financial account to a contact.
- Create a Contact AddressAdds an address to a contact.
- Create a Contact AssetAdds an asset to a contact's financial picture.
- Create a Contact EmailAdds an email address to a contact.
- Create a Contact EmploymentAdds an employment record to a contact.
- Create a Contact LiabilityAdds a liability to a contact's financial picture.
- Create a Contact NoteAdds a note to a contact, optionally notifying a user or team and creating a follow-up activity.
- Create a Contact PhoneAdds a phone number to a contact.
- Create a Contact Social Media AccountAdds a social media account to a contact.
- Create a Contact URLAdds a web address to a contact.
- Create a FamilyCreates a family with a head of household and optional members.
- Create a Family for a ContactCreates a family with the contact as head of household.
- Create an Account AssetAdds a holding to a financial account.
- Create an Account BeneficiaryAdds a beneficiary to a financial account.
- Create an ActivityCreates a calendar activity, optionally recurring, with linked contacts and attendees.
- Create an OpportunityCreates an opportunity linked to one or more contacts.
- Create a SeminarCreates a seminar, optionally with attendees.
- Create a Tag GroupCreates a tag group.
- Create a WorkflowStarts a workflow from a template, optionally for a contact.
- Create a Workflow TaskAdds a task to a workflow step.
- Delete a ContactDeletes a contact.
- Delete a Contact AccountDeletes a financial account from a contact.
- Delete a Contact AddressDeletes an address from a contact.
- Delete a Contact AssetDeletes an asset recorded for a contact.
- Delete a Contact Custom Field ValueDeletes a custom field value from a contact.
- Delete a Contact EmailDeletes an email address from a contact.
- Delete a Contact EmploymentDeletes an employment record from a contact.
- Delete a Contact LiabilityDeletes a liability recorded for a contact.
- Delete a Contact NoteDeletes a note from a contact.
- Delete a Contact PhoneDeletes a phone number from a contact.
- Delete a Contact Social Media AccountDeletes a social media account from a contact.
- Delete a Contact URLDeletes a web address from a contact.
- Delete a FamilyDeletes a family.
- Delete an Account AssetDeletes a holding from a financial account.
- Delete an Account BeneficiaryDeletes a beneficiary from a financial account.
- Delete an ActivityDeletes an activity.
- Delete an OpportunityDeletes an opportunity.
- Delete a SeminarDeletes a seminar.
- Delete a Tag GroupDeletes a tag group.
- Delete a WorkflowDeletes a workflow.
- Delete a Workflow TaskDeletes a workflow task.
Frequently asked questions
Common questions about connecting Axonaut and Redtail CRM.
Connect your Axonaut and Redtail CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Axonaut's "Watch Bank Accounts" fires, WEXTL can "Add a Comment to a Note" in Redtail CRM. Axonaut has 24 triggers (including Watch Bank Accounts, Watch Bank Transactions, and Watch Companies); Redtail CRM has 141 actions (including Add a Comment to a Note, Add a Contact to a Tag Group, and Add a Custom Field Value to a Contact). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Axonaut-to-Redtail CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Axonaut (or Redtail CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Axonaut + Redtail CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Axonaut and Redtail CRM integration.
- Axonaut and Redtail CRM integration source code, module specs and credentials implementation.
- Our Axonaut and Redtail CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Axonaut and Redtail CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Axonaut integration information
- Redtail CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library