What is Redtail API?

Redtail provides over a hundred different API endpoints for you to integrate with. Using our open, REST-based API, you can seamlessly integrate your product's features or firm's technology with Redtail Contacts, Calendar, Opportunities, Workflows, and more.

Our API endpoints allow you to break out of the boundaries of your current application and build integrations that can leverage Redtail CRM data to power your product's features. Using our extensive documentation and our robust development environment, you can build out an integration with our API and then release it when you're ready.

Not only can you extend the capabilities of your current development projects by bringing Redtail CRM data into them, but you can also feed data from your application into Redtail CRM to keep our products and mutual clients in sync.

Discover how you can partner with Redtail today by leveraging our APIs.

Redtail API

Request a key

Entity Type

Which best describes you?

Prospective Customer exploring the integration potential of the Redtail API to see if Redtail is a good fit for your business.

Current Customer looking to access the Redtail API to build an internal integration for our personal use. We may be using our own developers or contracting with a third party.

Technology Platform with multiple mutual customers looking to become an approved integration partner with Redtail.

A Consultant working for a current Redtail Customer to build a custom integration for their needs.

Integration Details

Basic Information

Before You Begin

Current Redtail customers seeking API access for their own firm should complete the API Key Request Form below.

 

Please describe the integration points or requirements expected for this connection:
Please specifically list the client data elements involved in the integration (name, address, DOB, SSN, account numbers, etc):

Technology companies interested in building an integration with Redtail or consultants/developers building a custom integration on behalf of a Redtail customer should not use this form. Instead, please complete our Integration Partner Inquiry Form: orion.com/integration-interview

Our team will review your submission and determine the appropriate integration path based on your use case.

Will you be working with a third party to accomplish this integration?
Are you working with any current Redtail customers who requested this integration?
See requirements and benefits below

Requirements:

  • • After completing your development, we will schedule a demo to approve the implementation of the integration.
  • • Documentation of the API endpoints and data points used in the integration.
  • • Completion and approval of our Security Assessment Questionnaire and provide evidence of Cyber Security insurance.


 

Benefits:

  • • You will receive a production API Key and our approval to connect the integration for any mutual customers.
  • • We will support the ongoing integration through mutual documentation, training, and priority in troubleshooting technical issues.
  • • We will connect our marketing teams to discuss communication strategy and to approve the use of our name and logo in public marketing.

Thank you for your interest in helping our mutual customers explore a beneficial integration. Our support model is to first establish communication with the Customer requesting this integration and then we will work with them on the necessary API access and documentation which they can then provide to you.

Please fill out the information below for a key contact with the mutual customers:

Please feel free to communicate to the Customer that their starting point for this request is to visit and complete this same form, but with them selecting the “Current Customer” option on step two on the entity type above.

NDA / API Terms