API actions —no coding required!
Automation Actions
Retrieve Company Information
Search Company Information
Retrieve Order Information
Register Order Information
Update Order Information
Link Product to Order
Search Order Information
Retrieve Case Information
Search Case Information
Retrieve Interaction History Information
Search Response History Information
Retrieve Company Representative Information
Search Company Representative Information
Create Revenue
Search Revenue
Get Revenue
Delete Revenue
Update Revenue
Automation Triggers
When a deal is created
When a deal is updated
When an activity record is created
When an activity record is updated
When an order is created
When an order is updated
