API actions —no coding required!
Automation Actions
Get a Specific Customer
Search Customers
Create Customer
Update Customer
Get Contact by ID
Search Contacts (Name, Email Address, Phone, Mobile Phone)
Create Contact
Update Contact
Create account activity
Create Contact Activity
Get Deal Details
Search Deals
Create Deal
Update Deal
Create Deal Activity
Update Account Action
Update Contact Action
Update Deal Action
Automation Triggers
When a Prospect is Newly Registered
When a client is created or updated
When a Contact is Newly Registered
When a Contact is Created or Updated
When a Case is Newly Registered
When a Project is Created or Updated
When a Project Action is Newly Registered
When a Project Action is Registered or Updated
When a Client Action is Newly Registered
When a Client Action is Registered or Updated
When a contact action is newly registered
When a contact action is registered or updated
When a specific custom object is registered
When a specific custom object is registered or updated
