PEP Cloud + Redtail Integrations, Built by an AI Agent
Put PEP Cloud + Redtail to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between PEP Cloud and Redtail
See the kind of workflows teams build with PEP Cloud and Redtail below — describe the exact one you want above and the Agent builds it on demand.
PEP Cloud + Redtail
When an ebid is created in PEP Cloud, record the estimate in Redtail CRM.
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Generate project tasks when deals are won
When a deal is won in Redtail, automatically create a project task in PEP Cloud to kick off client onboarding.
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Log activity in CRM when task comments are added
When a comment is added to a client task in PEP Cloud, automatically log the activity in Redtail on the customer record.
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Browse the full workflow library →
Looking to achieve something else with PEP Cloud and Redtail?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for PEP Cloud and Redtail
Everything PEP Cloud and Redtail can do inside a workflow — the triggers that start one and the actions that run when it fires.
PEP Cloud Explore PEP Cloud →
PEP Cloud is a project management and job estimation platform tailored for painting and trades contractors to streamline operational workflows.
TriggersTriggers when a new client is created.
Triggers when an eBid is created.
Triggers when an eBid is lost.
Triggers when an eBid is won.
Creates a new client or updates an existing client first based on email and then based on first and last name.
Redtail Explore Redtail →
Redtail CRM is a web-based customer relationship management platform designed specifically for financial advisors and wealth management professionals.
TriggersTriggers when a new activity is created in your database.
Triggers when an activity is deleted in your database.
Triggers when an activity is updated in your database.
Triggers when a new contact is created in your database.
Triggers when a new contact is deleted in your database.
Triggers when an existing contact is updated in your database.
Creates a new activity in your database.
Creates a new contact in your database.
Creates a new opportunity in your database.
Updates and existing activity in your database.
Updates an existing contact in your database.
Updates an existing opportunity in your database.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about PEP Cloud + Redtail
Is there a pre-built PEP Cloud + Redtail automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches PEP Cloud and Redtail's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built PEP Cloud or Redtail connector?
No. The Agent works whether or not PEP Cloud or Redtail already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting PEP Cloud and Redtail help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Redtail automatically spin up project tasks?
Yes, when a deal is won or changes stages in Redtail, you can instantly create initial project tasks in PEP Cloud.