Redtail + membermate Integrations, Built by an AI Agent
Put Redtail + membermate to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Redtail and membermate
See the kind of workflows teams build with Redtail and membermate below — describe the exact one you want above and the Agent builds it on demand.
Redtail + membermate
When new activities are logged in Redtail CRM, create new users in membermate and grant optional product access.
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Convert won deals into paying customers
When a deal is marked won in Redtail, automatically create a new customer in membermate to start subscription billing.
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Log canceled subscriptions on CRM deals
When a subscription is canceled in membermate, update the deal stage in Redtail so sales reps can attempt churn recovery.
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Track invoice generation in customer activity logs
When a new invoice is generated in membermate, log an activity record on the contact profile in Redtail.
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Browse the full workflow library →
Looking to achieve something else with Redtail and membermate?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Redtail and membermate
Everything Redtail and membermate can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
membermate Explore membermate →
membermate is a membership software platform designed for fitness studios and course creators to manage client subscriptions and content.
ActionsCreate a new user / member in your memberarea. Additionally you can grant access to one or many products. If there already is a user with the given email address, no new account will be created, but access to the product(s) will be granted to the existing account.
Grant an existing user (by email) access to a product you created in your member area.
Remove the access to one or more products for a user (by email).
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.
Other Subscription Management apps on Knit
Explore more Subscription Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Andpay
Andpay is subscription management software.
Billsby
A recurring billing and subscription management software designed to automate customer invoicing and payment collection.
Blink Payment
Blink Payment is payment processing and subscription management software designed to handle recurring payments and merchant invoicing.
BlueSnap
BlueSnap is a global payment orchestration platform enabling businesses to process online transactions, mobile payments, and recurring subscriptions.
Braintree
Braintree is a merchant payment gateway and processing service by PayPal that enables online businesses to accept credit cards and digital wallets.
ChargeAutomation
ChargeAutomation is a payment and guest experience automation platform that processes hotel deposits, digital check-ins, and upsells.
Chargebee
Chargebee is a subscription billing and revenue management platform designed for recurring business models and eCommerce operations.
ChargeOver
A recurring billing and subscription management platform that automates invoicing and payment collections for businesses.
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 Redtail + membermate
Is there a pre-built Redtail + membermate automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Redtail and membermate's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Redtail or membermate connector?
No. The Agent works whether or not Redtail or membermate 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 membermate and Redtail help sales teams?
Sales representatives can track subscriber status, renewals, and churn directly within Redtail without needing access to financial tools.
Can a won deal automatically convert into an active billing customer?
Yes, winning a deal in Redtail can instantly create a corresponding customer account in membermate to streamline invoicing.