Use Redtail CRM with OpenAI Python

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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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_openai 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 cutting-edge framework for building AI applications, designed to make the process of developing AI solutions super easy and fun! It's a collection of powerful tools and libraries that simplify the process of creating AI applications, 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, making it a breeze to leverage its capabilities within the Composio.dev platform. You can use Redtail CRM to call functions on various platforms like Google, GitHub, and others, allowing you to incorporate different services into your AI applications with ease. It also supports user login via OAuth2 and can work with other popular frameworks such as LangChain and CrewAI, giving you the flexibility to build truly innovative AI solutions.

What models can I use with Redtail CRM and openAI_python?

When using Redtail CRM and openAI_python, 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 with openAI_python?

Integrating Redtail CRM with openAI_python is super easy with Composio.dev! You can use the Composio.dev API to call functions from both Redtail CRM and openAI_python, allowing you to tap into their capabilities with just a few lines of code. The SDK is available in Python, JavaScript, and TypeScript, so you can work with the language you're most comfortable with and integrate these powerful tools into your projects seamlessly.

What is the pricing for Redtail CRM and openAI_python?

Both Redtail CRM and openAI_python are completely free to use, with a generous free tier that allows up to 1000 requests per month. This makes them accessible for developers and organizations of all sizes, whether you're a student working on a personal project or a startup building the next big thing. You can get started with these powerful tools without worrying about breaking the bank.

What kind of authentication is supported for Redtail CRM and openAI_python?

Redtail CRM and openAI_python support OAuth2 authentication, ensuring secure and authorized access to their functionalities. You can use the Composio.dev API to handle authentication and call functions from both Redtail CRM and openAI_python 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 both Redtail CRM and openAI_python, enabling you to leverage their 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 these powerful tools to your project with ease.

What is the accuracy of Redtail CRM and openAI_python?

Redtail CRM and openAI_python are 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. The 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 and openAI_python?

Redtail CRM and openAI_python can be used for a wide range of AI applications, making them versatile tools for developers and creators alike. Some common use cases include natural language processing, text generation, question answering, sentiment analysis, and more. They're 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, these tools 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.

Can I customize Redtail CRM and openAI_python for my specific needs?

Absolutely! Redtail CRM and openAI_python are highly customizable and extensible, allowing you to tailor their functionality, models, and configurations to meet your specific requirements. Whether you're building a chatbot, a content creation tool, or any other AI-powered application, you can customize these tools to fit your unique needs. Additionally, Composio.dev provides a flexible platform for integrating and orchestrating various AI tools and services, enabling you to create custom AI solutions that are tailored to your project.

What kind of support and documentation is available for Redtail CRM and openAI_python?

Redtail CRM and openAI_python have comprehensive documentation and a supportive community, making it easy for you to get started and find answers to your questions. Composio.dev also provides extensive resources, including tutorials, guides, and a dedicated support team to assist you throughout your AI development journey. Whether you're a beginner or an experienced developer, you'll have access to the resources you need to make the most of these powerful tools.