Redtail CRM API Documentation

Redtail CRM is a cloud-based customer relationship management (CRM) software designed specifically for financial advisors. It offers a comprehensive suite of features to help advisors manage their client relationships, including contact management, activity tracking, financial planning tools, and reporting. Redtail CRM is highly customizable and can be integrated with a variety of other applications, making it a powerful tool for advisors of all sizes. Redtail CRM API overview: The Redtail CRM API provides a programmatic interface to the Redtail CRM application. It allows developers to integrate Redtail CRM with other applications and services. The API is RESTful and uses JSON for data exchange. It supports a wide range of operations, including creating, retrieving, updating, and deleting records. The API also includes support for webhooks, which allow developers to receive notifications when certain events occur in Redtail CRM. Rate limits are in place to prevent excessive usage of the API. Detailed documentation, including code samples, is available on the Redtail CRM website.