Use Redtail CRM with AI Agents

Productivity-agent

Redtail CRM is a customer relationship management (CRM) software designed for financial advisors and wealth managers. It helps professionals manage client contacts, schedules, documents, and other business processes within a unified platform.

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🔗 Connect and Use Redtail CRM

1. 🔑 Connect your Redtail CRM acco

2. ✅ Select an action

3. 🚀 Go live with the agent

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API actions for Redtail CRM for AI assitants/agents

Language

PYTHON

Framework

Create Contact

Creates a new contact in Redtail CRM with provided information

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CONTACT])

Update Contact

Updates an existing contact's information in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_CONTACT])

Delete Contact

Deletes a specified contact from Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.DELETE_CONTACT])

Create Task

Creates a new task in Redtail CRM with provided details

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_TASK])

Update Task

Updates an existing task's information in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_TASK])

Delete Task

Deletes a specified task from Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.DELETE_TASK])

Create Note

Creates a new note in Redtail CRM associated with a contact or account

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_NOTE])

Update Note

Updates an existing note's content in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_NOTE])

Delete Note

Deletes a specified note from Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.DELETE_NOTE])

Create Account

Creates a new account in Redtail CRM with provided information

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_ACCOUNT])

Update Account

Updates an existing account's information in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_ACCOUNT])

Delete Account

Deletes a specified account from Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.DELETE_ACCOUNT])

Create Opportunity

Creates a new opportunity in Redtail CRM with provided details

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_OPPORTUNITY])

Update Opportunity

Updates an existing opportunity's information in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_OPPORTUNITY])

Delete Opportunity

Deletes a specified opportunity from Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.DELETE_OPPORTUNITY])

Create Activity

Creates a new activity record in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_ACTIVITY])

Update Activity

Updates an existing activity record in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_ACTIVITY])

Delete Activity

Deletes a specified activity record from Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.DELETE_ACTIVITY])

Add Tag To Contact

Adds a specified tag to a contact in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_TAG_TO_CONTACT])

Remove Tag From Contact

Removes a specified tag from a contact in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.REMOVE_TAG_FROM_CONTACT])

New Contact Created

Triggered when a new contact is created in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_CONTACT_CREATED])

Contact Updated

Triggered when a contact's information is updated in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CONTACT_UPDATED])

Contact Deleted

Triggered when a contact is deleted from Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CONTACT_DELETED])

New Task Created

Triggered when a new task is created in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_TASK_CREATED])

Task Completed

Triggered when a task is marked as completed in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.TASK_COMPLETED])

New Note Added

Triggered when a new note is added to a contact or account in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_NOTE_ADDED])

New Account Created

Triggered when a new account is created in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_ACCOUNT_CREATED])

Account Updated

Triggered when an account's information is updated in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ACCOUNT_UPDATED])

New Opportunity Created

Triggered when a new opportunity is created in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_OPPORTUNITY_CREATED])

Opportunity Status Changed

Triggered when an opportunity's status is changed in Redtail CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.OPPORTUNITY_STATUS_CHANGED])

Frequently asked questions

What is Composio.dev?

Composio.dev is a platform for building AI applications, designed to make the process of developing AI solutions super easy and fun! It provides a comprehensive set of tools and libraries that simplify the process of developing AI solutions, allowing you to focus on the creative aspects of your project without getting bogged down by the technical details.

How does Composio.dev support Redtail CRM?

Composio.dev seamlessly integrates with Redtail CRM, allowing you to leverage its capabilities within the Composio.dev platform. You can utilize Redtail CRM to call functions across various platforms, including Google, GitHub, and others, making it a breeze to incorporate different services into your AI applications. Additionally, it supports user authentication via OAuth2 and can work in conjunction with other popular frameworks like LangChain and CrewAI, giving you the flexibility to build truly innovative AI solutions.

What models can I use with Redtail CRM?

With Redtail CRM, you have access to a wide range of state-of-the-art language models, including GPT-4o (OpenAI), GPT-3.5 (OpenAI), GPT-4 (OpenAI), Claude (Anthropic), PaLM (Google), LLaMA and LLaMA 2 (Meta), Gemini, and many others. This flexibility allows you to choose the model that best suits your specific use case, whether you're building a chatbot, a content creation tool, or any other AI-powered application. You can experiment with different models and find the one that delivers the best performance for your project.

How can I integrate Redtail CRM into my project?

Composio.dev provides a seamless integration for Redtail CRM, making it super easy to incorporate this powerful framework into your projects. You can leverage the Composio.dev API to call functions from Redtail CRM, allowing you to tap into its capabilities with just a few lines of code. The SDK is available in Python, JavaScript, and TypeScript, so you can work with your preferred programming language and integrate Redtail CRM into your projects seamlessly.

What is the pricing for Redtail CRM?

Redtail CRM is completely free to use, with a generous free tier that allows up to 1000 requests per month. This makes it accessible for developers and organizations of all sizes to explore and experiment with this powerful tool without any upfront costs. Whether you're a student working on a personal project or a startup building the next big thing, you can get started with Redtail CRM without worrying about breaking the bank.

What kind of authentication is supported for Redtail CRM?

Redtail CRM supports OAuth2 authentication, ensuring secure and authorized access to its functionalities. You can leverage the Composio.dev API to handle authentication and call functions from Redtail CRM seamlessly. The SDK is available in Python, JavaScript, and TypeScript for your convenience, making it easy to integrate authentication into your projects and keep your users' data safe and secure.

Can I add Redtail CRM to my project?

Absolutely! You can easily incorporate Redtail CRM into your project by utilizing the Composio.dev API. This API allows you to call functions from Redtail CRM, enabling you to leverage its capabilities within your application. The SDK is available in Python, JavaScript, and TypeScript to facilitate integration, so you can work with the language you're most comfortable with and add Redtail CRM to your project with ease.

What is the accuracy of Redtail CRM?

Redtail CRM is designed to provide highly accurate and reliable results, ensuring that your AI applications perform at their best. The integration with Composio.dev ensures precise function calls, enabling you to build robust and powerful AI applications with confidence. Redtail CRM's comprehensive framework and the ability to leverage state-of-the-art models ensure reliable and accurate outcomes for your AI development needs, whether you're working on a chatbot, a content creation tool, or any other AI-powered project.

What are some common use cases for Redtail CRM?

Redtail CRM can be used for a wide range of AI applications, making it a versatile tool for developers and creators alike. Some common use cases include natural language processing, text generation, question answering, sentiment analysis, and more. It's particularly useful for building chatbots, virtual assistants, content creation tools, and other AI-powered applications that can help you automate tasks, engage with users, and create compelling content. Whether you're working on a personal project or building a product for your startup, Redtail CRM can help you bring your ideas to life.

How does Redtail CRM handle data privacy and security?

Data privacy and security are crucial considerations when working with AI systems, and Redtail CRM takes these issues seriously. It follows industry best practices and adheres to strict data protection regulations, ensuring that your data is kept safe and secure. Redtail CRM provides robust security measures, such as encryption and access controls, to ensure the confidentiality and integrity of your data. You can rest assured that your sensitive information is protected when using Redtail CRM for your AI development needs.