Anvil

Integration Name:

Anvil

Integration Type:

Form-Filling software

Setting up the integration:

Within your Anvil account, select "Integrations" from the Org Settings menu on the left:

Then, in the Redtail Integration area, enter your Redtail credentials and click "Connect":

Integration functionality:

Anvil is focused on eliminating paperwork (and redundant data entry). Once you've set up the integration, when your clients enter their basic information (including household info) into Anvil's electronic data gathering form, a record is created for them automatically in your Redtail account, reflecting the data they provided. 

Anvil resources:

Website

Features

Case Studies

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