I popped in here to see how and to what degree people are using Zapier with Redtail and stumbled upon this. I wasn't expecting to find any mention of Make, since it's not something most people have heard of. I started using Make before it was Make (formerly Integromat) and find that it is more powerful. But with that comes a rather steep learning curve. Without knowing what you're doing and how to troubleshoot, you run the risk of something not working as intended. Yikes. Often systems only provide access to certain database fields, which of course limits the ability to easily automate routine functions. With Make, there is the ability to make an http request through a custom webhook, which can dig deeper, but then again you have to have: (1) compliance approval for access to those deeper layers and, more importantly, (2) the wherewithal to make it all happen. For my original needs (prior to working as an assistant in this field, which started just a year ago), I couldn't justify going that deep down the rabbit hole of educating myself, but now wish I had. But then again, I'm not certain to what degree one would be able to use that knowledge in this industry. Another challenge (at least for me) is taking the training approach that is out there for the more common platforms and then modify/apply it.

Hopefully I'm fully understanding the question/issue. We use FMG Suite for any bulk client communication, using RT's tag group to designate the class of recipients (with tags changed as needed to reflect any contact status change).