Connect Redtail CRM and Filter by Zapier to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Redtail CRM and Filter by Zapier together. Build enterprise-grade automation in minutes.

Our most popular template

Create offline conversions in Google Ads for new Redtail CRM contacts
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Redtail CRM + Filter by Zapier + Delay by Zapier + 1 more
Add Redtail CRM contacts for new CandidateZip-parsed Gmail resume attachments
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OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Create new contacts in Redtail CRM by extracting resume data from attachment file in Gmail using CandidateZip
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Gmail + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Create Redtail CRM contacts from new OneDrive files via CandidateZip
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Box + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Extract resume data from new Dropbox files to Redtail CRM using CandidateZip
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Dropbox + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Create contacts in Redtail CRM using resume data from new documents in Google Docs with CandidateZip
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Google Docs + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Create offline conversions in Google Ads for new Redtail CRM contacts

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Redtail CRM + Filter by Zapier + Delay by Zapier + 1 more

Add Redtail CRM contacts for new CandidateZip-parsed Gmail resume attachments

Details

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OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Create new contacts in Redtail CRM by extracting resume data from attachment file in Gmail using CandidateZip

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Gmail + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Create Redtail CRM contacts from new OneDrive files via CandidateZip

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Box + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Extract resume data from new Dropbox files to Redtail CRM using CandidateZip

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Dropbox + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Create contacts in Redtail CRM using resume data from new documents in Google Docs with CandidateZip

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Google Docs + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

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

How Zapier works

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

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Created" from Redtail CRM.

Add your action

An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.

You’re connected!

Zapier seamlessly connects Redtail CRM and Filter by Zapier, automating your workflow.

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.

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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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
- Linked To
Trigger
Polling
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
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write
- Only continue if...
  Required
Action
Filter

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 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
- Contact Category
- Contact Source
- Keywords
- 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
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
Search or write

For AI agents & developers

Use Redtail CRM and Filter by Zapier with AI agents and code

Beyond Zap workflows. Call Redtail CRM and Filter by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Redtail CRM and Filter by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Activity
Only continue if...

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Redtail CRM and Filter by Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* redtailcrm / filter action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Redtail CRM and Filter by Zapier 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Filter by Zapier on the Zapier blog

Make work flow with AI

Level up your Redtail CRM to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn moreLearn moreHelpHelp

Related categories

Developer Tools

Zapier

Connect Redtail CRM and Filter by Zapier to power AI-driven automation

Launch your first automated workflow

Create offline conversions in Google Ads for new Redtail CRM contacts

Add Redtail CRM contacts for new CandidateZip-parsed Gmail resume attachments

Create new contacts in Redtail CRM by extracting resume data from attachment file in Gmail using CandidateZip

Create Redtail CRM contacts from new OneDrive files via CandidateZip

Extract resume data from new Dropbox files to Redtail CRM using CandidateZip

Create contacts in Redtail CRM using resume data from new documents in Google Docs with CandidateZip

Create offline conversions in Google Ads for new Redtail CRM contacts

Add Redtail CRM contacts for new CandidateZip-parsed Gmail resume attachments

Create new contacts in Redtail CRM by extracting resume data from attachment file in Gmail using CandidateZip

Create Redtail CRM contacts from new OneDrive files via CandidateZip

Extract resume data from new Dropbox files to Redtail CRM using CandidateZip

Create contacts in Redtail CRM using resume data from new documents in Google Docs with CandidateZip

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Redtail CRM and Filter by Zapier with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Redtail CRM and Filter by Zapier to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Filter by Zapier on the Zapier blog

Filter by Zapier: Get more control over your workflows

Zapier's built-in tools: Go beyond basic automation

Make work flow with AI

Connect Redtail CRM to Filter by Zapier on the world's largest no-code automation platform