STEP 1
Connect Cirqll 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.
Cirqll and Redtail CRM Integration
Build crm workflows between Cirqll and Redtail CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Cirqll and Redtail CRM
Detailed info you need to know about Cirqll and Redtail CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Redtail CRM
Client relationship management software for financial advisors. [6]
How to connect Cirqll to Redtail CRM
Set up your Cirqll and Redtail CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cirqll 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 Cirqll and Redtail CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cirqll and Redtail CRM work in WEXTL?
WEXTL exposes actions and triggers for Cirqll 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.
Cirqll triggersRedtail CRM actions
Cirqll modules
- Create a ChanceCreates a new chance (sales opportunity) and links it to a customer.
- Create a ContactCreates a new contact and associates it with a customer.
- Create a ContractCreates a new contract and associates it with a customer.
- Create a CustomerCreates a new customer in the system.
- Create a Custom FieldCreates a new custom field definition.
- Create an AppointmentCreates a new appointment.
- Create an AssignmentCreates a new assignment.
- Create an EmailLogs or sends a new email and associates it with a customer.
- Create a RoleCreates a new role with a custom set of permissions.
- Create a TaskCreates a new task.
- Create a TemplateCreates a new template.
- Create a TodoCreates a new note and attaches it to a customer.
- Create a UserInvites and creates a new user account in your organisation.
- Delete a ChanceDeletes a chance record permanently.
- Delete a ContactDeletes a contact record permanently.
- Delete a ContractDeletes a contract record permanently.
- Delete a CustomerDeletes a customer record.
- Delete a Custom FieldDeletes a custom field definition.
- Delete an AppointmentCancels and deletes an appointment.
- Delete an AssignmentDeletes an assignment and all of its attached media.
- Delete an EmailDeletes an email record from the CRM.
- Delete a RoleDeletes a role. Users assigned to the role must be reassigned before deletion.
- Delete a TaskDeletes a task along with all of its subtasks.
- Delete a TemplateDeletes a template permanently.
- Delete a TodoDeletes a todo record.
- Delete a UserRemoves a user from your organization. Their data will be retained but access will be revoked.
- Get a ChanceRetrieves a single chance by its unique ID.
- Get a ContactRetrieves a specific contact.
- Get a ContractRetrieves a single contract by its unique ID.
- Get a CustomerRetrieves a specific customer's details.
- Get a Custom FieldRetrieves a single custom field definition by its unique ID, including its type and options.
- Get an AppointmentRetrieves the details of a specific appointment.
- Get an AssignmentRetrieves a single assignment by its unique ID.
- Get an EmailRetrieves a specific email by its unique identifier.
- Get a RoleRetrieves details for a specific role.
- Get a TaskRetrieves a specific task's details.
- Get a TemplateRetrieves a specific template.
- Get a TodoRetrieves a single to-do item by its unique ID.
- Get a UserRetrieves details for a specific user.
- Get Current UserRetrieves details of the currently logged-in user.
- Get SettingsRetrieves the settings for the currently authenticated user, including notification preferences and display options.
- List AppointmentsRetrieves a list of appointments.
- List AssignmentsLists all assignments.
- List ChancesLists all chances (sales opportunities) in the pipeline.
- List ContactsRetrieves contacts from the service.
- List ContractsRetrieves a list of all contracts.
- List CustomersRetrieves a list of customers from the database.
- List Custom FieldsLists all custom field definitions.
- List EmailsLists all emails tracked in the CRM.
- List RolesRetrieves available roles.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cirqll and Redtail CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cirqll and Redtail CRM.
Connect your Cirqll 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 Cirqll's "Watch Appointments" fires, WEXTL can "Add a Comment to a Note" in Redtail CRM. Cirqll has 14 triggers (including Watch Appointments, Watch Assignments, and Watch Chances); 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. Cirqll-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 Cirqll (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 Cirqll + 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 Cirqll and Redtail CRM integration.
- Cirqll and Redtail CRM integration source code, module specs and credentials implementation.
- Our Cirqll and Redtail CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cirqll 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.
- Cirqll integration information
- Redtail CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library