API actions —no coding required!
Automation Actions
Get Record Information
Search Record IDs
Create Record
Update Record
Post Comment
Upload File
Link File to Record
Get File Keys for a Record
Download File
Delete a record
Search Records by Query
Update record (Check box field)
(Guest Space) Get Record Details
(Guest Space) Search Record IDs
(Guest Space) Add Record
(Guest Space) Update Record
(Guest Space) Add Comment
(Guest Space) Upload File
Automation Triggers
When a record is added
When a record is added or edited
When a record is added (Webhook Trigger)
When a record is edited (Webhook Trigger)
When a record is deleted (Webhook Trigger)
When a comment is posted (Webhook trigger)
When status is updated (Webhook trigger)
When updated to a specified status (Webhook trigger)
When updated to a status specified by regular expression (Webhook trigger)
