Redtail API Documentation
This documentation is outdated - For more information about Redtail’s API, please contact partnersupport@redtailtechnology.com. To request an API key visit: https://corporate.redtailtechnology.com/api/
CRM (REST API)
- Calendar(Activities) Search 'calendar/search' POST method
- Networth by ContactID Methods '/contacts/{contactid}/networth'
- Workflow Methods Draft
- Seminar Management Methods
- Strategic Allocation Model Methods 'contacts/{contactid}/sam'
- Tax Information Methods '/contacts/{contactid}/tax'