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Triggers
Modify a Contact Property
Triggers when a contact property is filled or edited.
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INSTANT
Modify a Deal Property
Triggers when a deal property is filled or edited.
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INSTANT
Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
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INSTANT
New Activity
Triggers when a user tracks a new call in the app.
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INSTANT
New Contact
Triggers when a new contact is created in the system.
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INSTANT
New Deal
Triggers when a new deal is created in the system.
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INSTANT
New Form Submission
Triggers when a new form is submitted in the system.
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INSTANT
Actions
Create Contact
Creates a new contact in the system. If contact already exists (determined by email field), updates the contact.
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Create Deal
Create a new deal in the system.
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Find or Create a Contact
Find a contact or create a new one if no contact was found
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Update Contact(By Contact-Id)
Update contact properties based on contact id.
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Update Deal (Per Deal-Id)
Update deal properies based on deal id.
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Searches
Find Contact by Email
Find contact by email address
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Find Contact by Id
Find contact by id
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Find Deal by Id
Find deal by id
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Find Related Deals by Email
Find related deals by email address
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Search Contact
Search contact by text query
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