RAYNET CRM
RAYNET CRM is an online software that helps salespeople and managers record business easily.
Automation Platforms
Triggers
Notifications About Changes.
Triggers when record is added/changed/deleted.
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INSTANT
Actions
Find or Create Account
Getting list of accounts. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Call
Getting list of calls. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Deal
Getting list of Deals. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Email
Getting list of Emails. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Event
Getting list of Events. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Folder
Browsing the folder structure. The result is a list of folders, files, and links that are relevant to the filtered path.
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Find or Create Lead
Getting list of leads. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Letter
Getting list of letters. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Mass Email
Getting list of Mass Emails. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Meeting
Getting list of Meetings. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Person
Getting list of contacts. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Price List
Getting list of Price Lists. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Product
Getting list of Products. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Project
Getting list of Projects. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Quote
Getting list of Quotes. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Sales Order
Getting list of Sales orders. This list can be filtered, sorted and paginated using the parameters below.
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Find or Create Task
Getting list of Tasks. This list can be filtered, sorted and paginated using the parameters below.
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Modifying Activity - Call
Modifying Call data.
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Modifying Activity - Email
Modifying Email data.
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Modifying Activity - Event
Modifying Event data.
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Modifying Activity - Letter
Modifying Letter data.
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Modifying Activity - Mass Email
Modifying Mass Email data.
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Modifying Activity - Meeting
Modifying Meeting data.
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Modifying Activity - Task
Modifying Task data.
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Modifying Business - Deal
Modifying Deal data.
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Modifying Business - Price List
Modifying Price List data.
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Modifying Business - Product
Modifying Product data.
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Modifying Business - Project
Modifying Project data.
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Modifying Business - Quote
Modifying Quote data.
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Modifying Business - Sales Order
Modifying Sales order data.
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Modifying Contacts - Account
Modifying Account data.
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Modifying Contacts - Contact
Modifying Contact data.
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Modifying Contacts - Lead
Modifying Lead data.
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Modifying DMS - Document
Modifying Document data.
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New Activity - Call
Creating new Call.
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New Activity - Email
Creating new Email.
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New Activity - Event
Creating new Event.
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New Activity - Letter
Creating new Letter.
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New Activity - Mass Email
Creating new Mass Email.
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New Activity - Meeting
Creating new Meeting.
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New Activity - Task
Creating new Task.
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New Business - Deal
Creating new Deal.
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New Business - Price List
Creating new Price List.
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New Business - Product
Creating new Product.
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New Business - Project
Creating new Project.
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New Business - Quote
Creating new Quote.
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New Business - Sales Order
Creating new Sales order.
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New Contact - Account
Creating new Account with addresses.
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New Contact - Contact
Creating new contact.
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New Contact - Lead
Creating new lead. With the option to send a notification about the creation of the lead to selected email addresses (suitable for web forms).
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New DMS - Document
Adding new Document into documents.
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New DMS - Folder
Creating new folder in Documents. The folder must have a unique name within its classification and must not contain some special characters.
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Searches
Detail of Activity - Call
Getting call detail. If the call record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Activity - Email
Getting email detail. If the email record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Activity - Event
Getting event detail. If the event record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Activity - Letter
Getting letter detail. If the letter record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Activity - Mass Email
Getting mass email detail.
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Detail of Activity - Meeting
Getting meeting detail. If the meeting record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Activity - Task
Getting task detail. If the task record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Business - Deal
Getting deal detail. If the deal record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Business - Price List
Getting price list detail.
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Detail of Business - Product
Getting product detail. If the product record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Business - Project
Getting project detail. If the project record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Business - Quote
Getting quote detail. If the quote record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Business - Sales Order
Getting sales order detail. If the sales order record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Contacts - Account
Getting account detail. In the detail, the account is listed with all recorded data including all recorded addresses. If the account record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Contacts - Contact
Getting Contact detail If the lead record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of Contacts - Lead
Getting lead detail If the lead record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).
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Detail of DMS - Document
Getting document detail.
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Detail of DMS - File Download
Downloading the file from the CRM system (attachments, logos, etc.).
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List of Activities - Calls
Getting list of calls. This list can be filtered, sorted and paginated using the parameters below.
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List of Activities - Emails
Getting list of Emails. This list can be filtered, sorted and paginated using the parameters below.
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List of Activities - Events
Getting list of Events. This list can be filtered, sorted and paginated using the parameters below.
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List of Activities - Letters
Getting list of letters. This list can be filtered, sorted and paginated using the parameters below.
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List of Activities - Mass Email
Getting list of Mass Emails. This list can be filtered, sorted and paginated using the parameters below.
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List of Activities - Meetings
Getting list of Meetings. This list can be filtered, sorted and paginated using the parameters below.
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List of Activities - Tasks
Getting list of Tasks. This list can be filtered, sorted and paginated using the parameters below.
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List of Business - Deals
Getting list of Deals. This list can be filtered, sorted and paginated using the parameters below.
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List of Business - Price Lists
Getting list of Price Lists. This list can be filtered, sorted and paginated using the parameters below.
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List of Business - Products
Getting list of Products. This list can be filtered, sorted and paginated using the parameters below.
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List of Business - Projects
Getting list of Projects. This list can be filtered, sorted and paginated using the parameters below.
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List of Business - Quotes
Getting list of Quotes. This list can be filtered, sorted and paginated using the parameters below.
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List of Business - Sales Orders
Getting list of Sales orders. This list can be filtered, sorted and paginated using the parameters below.
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List of Contacts - Accounts
Getting list of accounts. This list can be filtered, sorted and paginated using the parameters below.
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List of Contacts - Contacts
Getting list of contacts. This list can be filtered, sorted and paginated using the parameters below.
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List of Contacts - Leads
Getting list of leads. This list can be filtered, sorted and paginated using the parameters below.
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List of DMS - Folders and Files
Browsing the folder structure. The result is a list of folders, files, and links that are relevant to the filtered path.
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