Redtail CRM Integration

Client relationship management software for financial advisors. Connect Redtail CRM to AI driven workflows so CRM updates and follow ups happen automatically. Start from Watch New Activities and let Download a Contact Document or Get Account Details handle the next step.

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Supported triggers and actions for Redtail CRM integration

Triggers can detect changes in Redtail CRM and run actions that can create, search or modify data inside Redtail CRM automatically [3] — exactly how you set them.

Watch New ActivitiesTriggers when a new activity is created.
Watch New ContactsTriggers when a new contact is created.
Watch Updated ActivitiesTriggers when an activity is created or updated.
Watch Updated ContactsTriggers when a contact is created or updated.
Download a Contact DocumentDownloads a document stored on a contact.
Get Account DetailsReturns the policy, plan, and payment details of a financial account.
Get a ContactReturns a single contact.
Get a Contact AccountReturns a single financial account for a contact.
Get a Contact NoteReturns a single note on a contact.
Get a Contact's FamilyReturns the family (household) a contact belongs to, with its members.
Get a Contact's Important InformationReturns the important-information note on a contact.
Get a Contact's Personal ProfileReturns the personal profile of a contact.
Get a Contact's RolesReturns the advisor, associate advisor, and client service roles on a contact.
Get a Contact's Strategic Allocation ModelReturns the investment objective, time horizon, risk tolerance, and experience of a contact.
Get a Contact's Tax InformationReturns the tax information of a contact.
Get a Contact's Written Agreements ReviewReturns the written agreement review dates of a contact.
Get a FamilyReturns a single family.
Get an ActivityReturns a single activity.
Get an OpportunityReturns a single opportunity.
Get a SeminarReturns a single seminar.
Get a Single Sign-On LinkReturns a one-time link that signs the connected user in to a Redtail page.
Get a Tag GroupReturns a single tag group.
Get a WorkflowReturns a single workflow with its steps and linked contacts.
List Account AssetsRetrieves the holdings of a financial account.
List Account BeneficiariesRetrieves the beneficiaries of a financial account.
List Account OwnersRetrieves the owners of a financial account.
List ActivitiesRetrieves activities by date range, last update, contact, or user.
List Activity NotesRetrieves the notes attached to an activity.
List Contact AccountsRetrieves a list of financial accounts for a contact.
List Contact AddressesRetrieves a list of addresses for a contact.
List Contact AssetsRetrieves a list of assets recorded for a contact.
List Contact Custom Field ValuesRetrieves the custom field values of a contact.
List Contact DocumentsRetrieves a list of documents stored on a contact.
List Contact EmailsRetrieves a list of email addresses for a contact.
List Contact EmploymentsRetrieves a list of employment records for a contact.
List Contact KeywordsRetrieves the keywords assigned to a contact.
List Contact LiabilitiesRetrieves a list of liabilities recorded for a contact.
List Contact NotesRetrieves a list of notes on a contact.
List Contact PhonesRetrieves a list of phone numbers for a contact.
List ContactsRetrieves a list of contacts.
List Contact Social MediaRetrieves a list of social media accounts for a contact.
List Contact URLsRetrieves a list of web addresses for a contact.
List Database ValuesRetrieves the values of a Redtail database list, such as statuses, categories, sources, or users.
List FamiliesRetrieves a list of families (households).
List Family MembersRetrieves the members of a family.
List My Workflow TasksRetrieves the workflow tasks assigned to the connected user.
List NotesRetrieves a list of notes across all contacts.
List OpportunitiesRetrieves a list of opportunities, optionally for one contact or stage.
List Recently Viewed ContactsRetrieves the contacts the connected user viewed most recently.
List RemindersRetrieves upcoming reminders such as birthdays, anniversaries, client reviews, and due workflow tasks.
List Seminar AttendeesRetrieves the attendees of a seminar.
List SeminarsRetrieves a list of seminars.
List Tag Group MembersRetrieves the contacts in a tag group.
List Tag GroupsRetrieves a list of tag groups.
List WorkflowsRetrieves a list of workflows, optionally only open or only completed ones.
List Workflow StepsRetrieves the steps of a workflow.
List Workflow TasksRetrieves the tasks of a workflow step.
Search ContactsSearches contacts by name, status, category, tax ID, phone, email, tag, or last update.
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.
Make an API CallPerforms an arbitrary authorized API call.
Remove a Contact from a Tag GroupRemoves a contact from a tag group.
Remove a Keyword from a ContactRemoves a keyword from a contact.
Remove a Member from a FamilyRemoves a member from a family.
Remove an Attendee from a SeminarRemoves an attendee from a seminar.
Reopen a Workflow TaskMarks a completed workflow task as not complete.
Set an Account OwnerSets a contact as an owner of a financial account.
Update Account DetailsUpdates the policy, plan, and payment details of a financial account.
Update a ContactUpdates an existing contact.
Update a Contact AccountUpdates a financial account on a contact.
Update a Contact AddressUpdates an address on a contact.
Update a Contact AssetUpdates an asset recorded for a contact.
Update a Contact Custom Field ValueUpdates a custom field value on a contact.
Update a Contact EmailUpdates an email address on a contact.
Update a Contact EmploymentUpdates an employment record on a contact.
Update a Contact LiabilityUpdates a liability recorded for a contact.
Update a Contact PhoneUpdates a phone number on a contact.
Update a Contact's Important InformationReplaces the important-information note on a contact.
Update a Contact Social Media AccountUpdates a social media account on a contact.
Update a Contact's Personal ProfileUpdates the personal profile of a contact.
Update a Contact's RolesUpdates the advisor, associate advisor, and client service roles on a contact.
Update a Contact's Strategic Allocation ModelUpdates the investment objective, time horizon, risk tolerance, and experience of a contact.
Update a Contact's Tax InformationUpdates the tax information of a contact.
Update a Contact's Written Agreements ReviewUpdates the written agreement review dates of a contact.
Update a Contact URLUpdates a web address on a contact.
Update a FamilyRenames a family.
Update a Family MemberUpdates a member's relationship or head-of-household flag in a family.
Update an Account AssetUpdates a holding in a financial account.
Update an Account BeneficiaryUpdates a beneficiary of a financial account.
Update an ActivityUpdates an activity or one occurrence of a recurring activity, including marking it complete.
Update an OpportunityUpdates an opportunity.
Update a SeminarUpdates a seminar.
Update a Seminar AttendeeUpdates the status of a seminar attendee.
Update a Tag GroupUpdates a tag group.
Update a WorkflowUpdates a workflow.
Update a Workflow StepUpdates a workflow step, including its due date relative to the workflow target date.
Update a Workflow TaskUpdates a workflow task.

How to integrate Redtail CRM in automation workflow?

3 simple steps to make your Redtail CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Redtail CRM in workflow

Pick Redtail CRM app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Redtail CRM

When prompted, authorize access to Redtail CRM in WEXTL once. Redtail CRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Redtail CRM account. Approve?

STEP 3

Build a workflow

Build your workflow with Redtail CRM yourself or with WEXTL® AI Builder. Connect Redtail CRM to any available integrations [5], or use HTTP node to go beyond them.

Redtail CRM

How Redtail CRM connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Redtail CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Redtail CRM supports.

Full Redtail CRM API documentation

The following table illustrates what fields Redtail CRM integration require during authorization flow inside our workflow builder [4].

Demonstration of Redtail CRM connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API KeyRequired	password	The API key Redtail issued to you or your firm after your API access request was approved.
UsernameRequired	text	The username you use to sign in to Redtail CRM. The connection acts with this user's permissions.
PasswordRequired	password	Your password. It is used to get your user key when you connect and again when you verify the connection, so verifying fails after you change your password until you update it here. Existing runs keep working.
Environment	select	Choose Sandbox only if Redtail gave you a sandbox (review) database.

Connect Redtail CRM to popular apps on WEXTL

Enter a name of the other app you want to sync with Redtail CRM below. Click on selected app to explore integration options with Redtail CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Redtail CRM integration

Select Watch New Contacts trigger from Redtail CRM - this will be a starting point in your automation. Whenever event happens in Redtail CRM, workflow will start [7] from Watch New Contacts node.

Search for Add a Contact to a Tag Group, connect it as the next step of integration sequence. You can use filters between Watch New Contacts and Add a Contact to a Tag Group, so only important data pass from Watch New Contacts to the next step. WEXTL gives you full control over the process of Redtail CRM automation. All parts of workflow are visible on the canvas [4].

Redtail CRM on WEXTL has 145 modules for combining crm automations. Explore Redtail CRM documentation for more.

Redtail CRM

Watch New Contacts

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Performs action

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Triggers

Redtail CRM

Add a Contact to a Tag Group

Demonstration of how visual Redtail CRM automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Redtail CRM in your workflows.

Redtail CRM has 4 triggers, including "Watch New Activities", "Watch New Contacts", and "Watch Updated Activities", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 141 actions, including "Download a Contact Document", "Get Account Details", and "Get a Contact", and more. Refer to our Redtail CRM Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Redtail CRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Redtail CRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Redtail CRM provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Redtail CRM or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Redtail CRM inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Redtail CRM modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Redtail CRM integration.

Redtail CRM integration source code, module specs and credentials implementation.
Internal Redtail CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Redtail CRM vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Redtail CRM App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Redtail CRM Integration

Supported triggers and actions for Redtail CRM integration