Redtail CRM APIConnect Redtail CRM without building on its API
Redtail CRM has a REST API for Redtail CRM. Each integration partner gets its own API key from Redtail partner support, and each user's credentials are exchanged for a user key on top of it. If you're reading the docs because you need Redtail CRM to talk to the rest of your stack, Caddi does that without you writing or maintaining integration code: you show it the job once, and it runs it across Redtail CRM and your other tools.
- APIREST (JSON/XML), CRM v1
- AuthPartner API key + user credentials
- AccessPartner key by request
What the Redtail CRM API gives you
- Type
- REST (JSON/XML), CRM v1
- Authentication
- Partner API key + user credentials
- Who can get access
- Each integration partner gets its own API key from Redtail partner support, and each user's credentials are exchanged for a user key on top of it.
- What it covers
- Contacts (addresses, phones, emails, family, notes), accounts, activities and calendar, opportunities, workflows, tags and user-defined fields.
Official docs: support.redtailtechnology.com. Checked September 2026. Vendors change access terms, so confirm with Redtail CRM before you build.
Building on the Redtail CRM API vs. having Caddi run it
| The job | Build it on the API | With Caddi |
|---|---|---|
| Getting access | Register an app, get Redtail CRM credentials, and manage tokens and refreshes. | Connect your Redtail CRM account once. Caddi holds the connection. |
| Writing the integration | A developer maps fields, handles pagination, retries and rate limits, and writes the sync. | You show Caddi the Redtail CRM task the way you'd train a new hire. It writes verified code for it. |
| Steps the API doesn't cover | Screens with no endpoint stay manual, or need a separate RPA tool. | Caddi uses a secure, audited browser session where there's no API, in the same automation. |
| The other systems in the loop | Each extra tool is another API, another set of credentials, another integration to own. | One automation runs across all the tools the job touches. |
| Keeping it running | Someone owns the code when the API version, fields or your process change. | Every automation is reviewed before it runs in production, and every run is logged. |
Building on the API is the right call when you have engineers and the integration is your product. When the goal is getting Redtail CRM work off someone's desk, the build is the slow part.
What teams usually want the Redtail CRM API for
Custodian reconciliation
Caddi compares custodian and portfolio positions against the Redtail client record, surfaces the variances for review, and writes the reconciled values back.
Meeting outcome write-back
Caddi turns the meeting recording into a structured note on the right Redtail contact and opens the follow-up activities for the service team.
Document filing and client onboarding
Caddi reads signed onboarding paperwork, updates the Redtail contact and account fields, and files each document to the right client with the correct metadata.
Redtail CRM API questions
Does Redtail CRM have an API?
Yes. Redtail CRM has a REST API for Redtail CRM, authenticated with Partner API key + user credentials. The official documentation is at https://support.redtailtechnology.com/s/article/Authentication-Methods.
How do I get access to the Redtail CRM API?
Each integration partner gets its own API key from Redtail partner support, and each user's credentials are exchanged for a user key on top of it.
Can I connect Redtail CRM to my other tools without writing code against its API?
Yes. With Caddi you show the Redtail CRM task once, the way you'd train a new hire, and Caddi builds it as verified code that runs across Redtail CRM and the other tools the job touches. Where a step has no API, Caddi uses a secure, audited browser session in the same automation.
Do I need a developer to automate Redtail CRM with Caddi?
No. There is no integration code for you to write or maintain. Every automation Caddi builds for Redtail CRM is reviewed before it runs in production, and every run is logged.
Connect Redtail CRM without the build.
Drop your work email and pick a time. We'll show you Caddi running your Redtail CRM workflow end to end.