Requirements
Before you set up the credential, make sure you have an active Redtail CRM account and OAuth client credentials, granted by signing in with your account ready.[3]https://www.redtailtechnology.com
Get your Redtail CRM credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- API KeypasswordRequired
The API key Redtail issued to you or your firm after your API access request was approved.
[1] - UsernametextRequired
The username you use to sign in to Redtail CRM. The connection acts with this user's permissions.
[1] - PasswordpasswordRequired
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.
[1] - Environmentselect
Choose Sandbox only if Redtail gave you a sandbox (review) database.
[1]
Connect Redtail CRM in WEXTL
- Log in to your WEXTL account, add the Redtail CRM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Redtail CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Redtail CRM node modules
The list below is a reference of every Redtail CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Redtail CRM node module below opens to reveal its input parameters, outputs, and connection requirements.
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Category ID | number |
Activity Code ID | number |
Subject | text |
All Day | boolean |
Start Date | date |
End Date | date |
Description | text |
26other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Type | text |
First Name | text |
Middle Name | text |
Last Name | text |
Company Name | text |
Full Name | text |
Nickname | text |
46other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Category ID | number |
Activity Code ID | number |
Subject | text |
All Day | boolean |
Start Date | date |
End Date | date |
Description | text |
26other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Type | text |
First Name | text |
Middle Name | text |
Last Name | text |
Company Name | text |
Full Name | text |
Nickname | text |
46other output fields
Input fields[3]
| Field | Type |
|---|---|
Reminder Types | text |
Include | text |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
Type | text |
Date | date |
Source Object ID | number |
Source Object Type | text |
Contact | object |
ID | number |
Type | text |
First Name | text |
Middle Name | text |
Last Name | text |
Company Name | text |
Full Name | text |
Nickname | text |
Job Title | text |
Favorite | boolean |
Account | object |
ID | number |
Contact ID | number |
Account Type ID | number |
Account Type | text |
Status ID | number |
Status | text |
Account Number | text |
Balance | text |
Company | text |
Product | text |
Workflow Task | object |
ID | number |
Name | text |
Workflow Step ID | number |
Assignee ID | number |
Assignee Type | number |
Due Date | date |
Calculated Due Date | date |
Completion Date | date |
Description | text |
Deleted | boolean |
Workflow | object |
ID | number |
Name | text |
Due Date | date |
Current Step ID | number |
Status | number |
Category ID | number |
Category | text |
Deleted | boolean |
Input fields[3]
| Field | Type |
|---|---|
TypeRequired | choice |
First Name | text |
Middle Name | text |
Last Name | text |
Company Name | text |
Nickname | text |
Suffix | choice |
Salutation | choice |
28other input fields
Output fields[3]
| Field | Type |
|---|---|
Success | boolean |
Contact ID | number |
Contact | object |
ID | number |
Type | text |
First Name | text |
Middle Name | text |
Last Name | text |
Company Name | text |
Full Name | text |
Nickname | text |
Job Title | text |
Salutation ID | number |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
NoteRequired | text |
Category | choice |
Note Type | choice |
Pinned | choice |
Draft | choice |
Notify User | choice |
Notify Team | choice |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Category ID | number |
Category | text |
Note Type | number |
Note Type Description | text |
Pinned | boolean |
Draft | boolean |
Added By | number |
6other output fields
Input fields[3]
| Field | Type |
|---|---|
SubjectRequired | text |
Start DateRequired | date |
End DateRequired | date |
Activity Code | choice |
Category | choice |
All Day | choice |
Description | text |
Location | text |
22other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Category ID | number |
Activity Code ID | number |
Subject | text |
All Day | boolean |
Start Date | date |
End Date | date |
Description | text |
35other output fields
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
Description | text |
Status | choice |
Location | text |
Start Date | date |
End Date | date |
Attendees | array |
Output fields[3]
| Field | Type |
|---|---|
Success | boolean |
Seminar ID | number |
Seminar | object |
ID | number |
Name | text |
Description | text |
Status | number |
Status Description | text |
Location | text |
Start Date | date |
End Date | date |
Attendee Count | number |
Guest Count | number |
Input fields[3]
| Field | Type |
|---|---|
Workflow TemplateRequired | choice |
Name | text |
Due Date | date |
Assigned To Type | choice |
Assigned To ID | number |
Description | text |
Category | choice |
Exclude Weekends | choice |
1other input field
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Workflow Template ID | text |
Name | text |
Due Date | date |
Current Step ID | number |
Status | number |
Assignee ID | number |
Assignee Type | number |
9other output fields
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
FamilyRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Account IDRequired | text |
AssetRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Account IDRequired | text |
BeneficiaryRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ActivityRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
OpportunityRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
SeminarRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Tag GroupRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
WorkflowRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
WorkflowRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Tag GroupRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
FamilyRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
SeminarRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Account IDRequired | text |
Application Date | date |
Issue Date | date |
Close Date | date |
Delivery Date | date |
Effective Date | date |
Renewal Date | date |
Cash Value | number |
32other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Account ID | number |
Application Date | date |
Issue Date | date |
Close Date | date |
Delivery Date | date |
Effective Date | date |
Renewal Date | date |
36other output fields
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Type | choice |
First Name | text |
Middle Name | text |
Last Name | text |
Company Name | text |
Nickname | text |
Suffix | choice |
21other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Type | text |
First Name | text |
Middle Name | text |
Last Name | text |
Company Name | text |
Full Name | text |
Nickname | text |
46other output fields
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Account Number | text |
Account Type | choice |
Status | number |
Company | text |
Product | text |
Tax Qualified Type | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Street Address | text |
Secondary Address | text |
City | text |
State | text |
ZIP | text |
Country | text |
Address Type | choice |
4other input fields
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Name | text |
Asset Type | number |
Total Value | number |
Shares | number |
Purchase Date | date |
Tax Exempt | choice |
Growth Rate | number |
1other input field
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Custom Field | choice |
Value | text |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Email Address | |
Email Type | choice |
Custom Type Title | text |
Description | text |
Primary | choice |
Preferred | choice |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Occupation | text |
Occupation Start Date | date |
Gross Annual Income | number |
Retirement Date | date |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Name | text |
Liability Type | number |
Balance | number |
Interest | number |
Payment | number |
Balloon | number |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Number | text |
Country Code | number |
Extension | text |
Phone Type | choice |
Speed Dial | text |
Custom Type Title | text |
Description | text |
2other input fields
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
ContentRequired | text |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Account | text |
Social Media Type | choice |
Custom Type Title | text |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Estimated Net Worth Assets | number |
Estimated Net Worth Liabilities | number |
Estimated Net Worth Non-Liquid Assets | number |
Net Worth Override | choice |
Birth Place | text |
Maiden Name | text |
Height | text |
8other input fields
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Advisor | choice |
Associate Advisor | choice |
Client Service Associate | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Contact ID | number |
Advisor ID | number |
Advisor | text |
Associate Advisor ID | number |
Associate Advisor | text |
Client Service Associate ID | number |
Client Service Associate | text |
3other output fields
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Objective | choice |
Time Horizon | choice |
Risk Tolerance | choice |
Experience With Funds (Years) | number |
Experience With Stocks (Years) | number |
Experience With Partnerships (Years) | number |
Other Experience (Years) | number |
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Fee Agreement Date | date |
Investment Policy Statement Date | date |
ADV Date | date |
Privacy Policy Date | date |
BICE Date | date |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Contact ID | number |
Fee Agreement Date | date |
Investment Policy Statement Date | date |
ADV Date | date |
Privacy Policy Date | date |
BICE Date | date |
Deleted | boolean |
2other output fields
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Web Address | text |
URL Type | choice |
Custom Type Title | text |
Input fields[3]
| Field | Type |
|---|---|
FamilyRequired | choice |
Name | text |
Input fields[3]
| Field | Type |
|---|---|
FamilyRequired | choice |
Contact | choice |
Relationship | choice |
Head of Household | choice |
Input fields[3]
| Field | Type |
|---|---|
Account IDRequired | text |
AssetRequired | choice |
Name | text |
CUSIP | text |
Ticker | text |
Asset Type | number |
Shares | number |
Shares As Of | date |
2other input fields
Input fields[3]
| Field | Type |
|---|---|
Account IDRequired | text |
BeneficiaryRequired | choice |
Name | text |
Beneficiary Type | number |
Percentage | number |
Input fields[3]
| Field | Type |
|---|---|
ActivityRequired | choice |
Subject | text |
Start Date | date |
End Date | date |
Activity Code | choice |
Category | choice |
All Day | choice |
Description | text |
25other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Category ID | number |
Activity Code ID | number |
Subject | text |
All Day | boolean |
Start Date | date |
End Date | date |
Description | text |
35other output fields
Input fields[3]
| Field | Type |
|---|---|
OpportunityRequired | choice |
Name | text |
Source | choice |
Stage | choice |
Description | text |
Opportunity Type | choice |
Assigned To | choice |
Amount | number |
6other input fields
Input fields[3]
| Field | Type |
|---|---|
SeminarRequired | choice |
Name | text |
Description | text |
Status | choice |
Location | text |
Start Date | date |
End Date | date |
Input fields[3]
| Field | Type |
|---|---|
SeminarRequired | choice |
Attendee Status | choice |
Input fields[3]
| Field | Type |
|---|---|
Tag GroupRequired | choice |
Name | text |
Description | text |
Input fields[3]
| Field | Type |
|---|---|
WorkflowRequired | choice |
Name | text |
Due Date | date |
Assigned To Type | choice |
Assigned To ID | number |
Description | text |
Category | choice |
Exclude Weekends | choice |
1other input field
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Workflow Template ID | text |
Name | text |
Due Date | date |
Current Step ID | number |
Status | number |
Assignee ID | number |
Assignee Type | number |
9other output fields
Input fields[3]
| Field | Type |
|---|---|
WorkflowRequired | choice |
Name | text |
Description | text |
Assigned To Type | choice |
Assigned To ID | number |
Due Date | date |
Completed | choice |
Step Notes | text |
1other input field
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Name | text |
Workflow Step ID | number |
Parent Task ID | number |
Assignee ID | number |
Assignee Type | number |
Display Position | number |
Due Date | date |
8other output fields
Templates
Look for Redtail CRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Bigin[2]Simple pipeline-based CRM for small businesses, by Zoho.
- CirqllSimple CRM for SMBs to manage contacts, deals, tasks, and customer follow-up.
- Capsule CRMCRM for contacts, sales pipelines, projects, and tasks.
- Close CRMSales CRM built for closing deals with calling and email built in.
- Bitrix24Online workspace for businesses with CRM, tasks, chats, and document storage.
References
- WEXTL® Redtail CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Redtail CRM.
- WEXTL® visual workflow builder data.
Last updated: Oct 1, 2026 05:41