API actions —no coding required!
Automation Actions
Create Contact
Retrieve Contact
Get Latest Contact IDs
Update Contact
Search Contact (Keyword Search)
Create Company
Retrieve Company Information
Retrieve Latest Company ID
Update Company
Search Company (Keyword Search)
Create Deal
Get Deal Details
Retrieve Latest Deal ID
Update Deal
Search Deals (Keyword)
Get Contact Custom Properties
Retrieve Company Custom Properties
Get Deal Custom Properties
Automation Triggers
When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
Form Submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a custom object record is created or updated
When an order is created or updated
When an order is created
When a ticket is created
When a ticket is created or updated
When a Service is created
When a Service is created or updated
